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Schwab Strategic Tr cmn shares owned by First Foundation Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by First Foundation Advisors from 13F filings

Historical chart of First Foundation Advisors investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr cmn held by First Foundation Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr cmn by First Foundation Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $201k 6.9k 29.11
2023-03-31 $212k 3.2k 65.58
2022-06-30 $206k 3.3k 62.33
2022-03-31 $236k 3.3k 71.41
2021-12-31 $257k 3.5k 73.09
2021-09-30 $224k 3.3k 67.59
2020-06-30 $284k 5.7k 50.08
2020-03-31 $262k 5.9k 44.20
2019-12-31 $372k 6.2k 60.07
2019-09-30 $328k 5.8k 56.82
2019-06-30 $314k 5.6k 56.09
2019-03-31 $306k 5.6k 54.66
2018-12-31 $1.9M 39k 49.28
2017-12-31 $11M 208k 54.67
2017-03-31 $214k 4.3k 49.65
2016-12-31 $1.0M 21k 48.10
2014-12-31 $751k 17k 44.10