Schwab Strategic Tr cmn shares owned by Fonville Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Fonville Wealth Management
from 13F filings
Historical chart of Fonville Wealth Management investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Fonville Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $579k | 20k | 29.11 |
| 2025-06-30 | $561k | 20k | 27.67 |
| 2025-03-31 | $533k | 21k | 25.74 |
| 2024-12-31 | $594k | 23k | 26.07 |
| 2024-09-30 | $613k | 7.6k | 80.37 |
| 2024-06-30 | $567k | 7.6k | 74.49 |
| 2024-03-31 | $590k | 7.8k | 75.99 |
| 2023-12-31 | $543k | 7.7k | 70.10 |
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