Schwab Strategic Tr cmn shares owned by Fortress Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Fortress Wealth Management
from 13F filings
Historical chart of Fortress Wealth Management investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Fortress Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 78k | 29.11 |
| 2025-06-30 | $2.5M | 91k | 27.67 |
| 2025-03-31 | $2.4M | 91k | 26.58 |
| 2024-12-31 | $2.4M | 90k | 26.07 |
| 2024-09-30 | $2.5M | 31k | 80.37 |
| 2024-06-30 | $2.3M | 31k | 74.08 |
| 2024-03-31 | $2.4M | 31k | 75.98 |
| 2023-12-31 | $3.2M | 46k | 70.10 |
| 2023-09-30 | $3.1M | 48k | 64.46 |
| 2023-06-30 | $3.5M | 52k | 67.09 |
| 2023-03-31 | $3.5M | 54k | 65.58 |
| 2022-12-31 | $3.7M | 55k | 66.02 |
| 2022-09-30 | $3.7M | 62k | 58.50 |
| 2022-06-30 | $4.5M | 72k | 62.43 |
| 2022-03-31 | $6.8M | 96k | 71.39 |
| 2021-12-31 | $6.5M | 88k | 73.22 |
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