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
Download as csvQuarterly 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 |