Schwab Strategic Tr cmn shares owned by Focused Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Focused Wealth Management
from 13F filings
Historical chart of Focused Wealth Management investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Focused Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $256k | 8.4k | 30.50 |
| 2025-12-31 | $247k | 8.3k | 29.61 |
| 2025-09-30 | $242k | 8.3k | 29.11 |
| 2025-06-30 | $228k | 8.3k | 27.67 |
| 2025-03-31 | $218k | 8.2k | 26.58 |
| 2024-12-31 | $219k | 8.4k | 26.07 |
| 2024-09-30 | $224k | 2.8k | 80.36 |
| 2024-06-30 | $204k | 2.8k | 74.09 |
| 2024-03-31 | $213k | 2.8k | 75.99 |
| 2023-12-31 | $196k | 2.8k | 70.11 |
| 2023-09-30 | $179k | 2.8k | 64.45 |
| 2023-06-30 | $292k | 4.4k | 67.09 |
| 2023-03-31 | $284k | 4.3k | 65.57 |
| 2022-12-31 | $287k | 4.3k | 66.03 |
| 2022-09-30 | $253k | 4.3k | 58.56 |
| 2022-06-30 | $268k | 4.3k | 62.46 |
| 2022-03-31 | $305k | 4.3k | 71.51 |
| 2021-12-31 | $337k | 4.6k | 73.32 |
| 2021-09-30 | $308k | 4.6k | 67.40 |
| 2021-06-30 | $311k | 4.5k | 68.41 |
| 2021-03-31 | $1.7M | 25k | 65.27 |
| 2020-12-31 | $2.1M | 36k | 59.52 |
| 2020-09-30 | $1.8M | 35k | 52.20 |
| 2020-06-30 | $1.8M | 35k | 50.11 |
| 2020-03-31 | $1.6M | 35k | 44.26 |
| 2019-12-31 | $2.1M | 35k | 60.11 |
| 2019-09-30 | $2.0M | 35k | 56.74 |
| 2019-06-30 | $2.1M | 38k | 56.15 |
| 2019-03-31 | $2.4M | 44k | 54.73 |
| 2018-12-31 | $2.0M | 40k | 49.29 |
| 2018-09-30 | $458k | 8.2k | 56.09 |
| 2018-06-30 | $1.5M | 29k | 53.12 |
| 2018-03-31 | $90k | 1.7k | 53.07 |