Schwab Strategic Tr cmn shares owned by Forza Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Forza Wealth Management
from 13F filings
Historical chart of Forza Wealth Management investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Forza Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $284k | 9.8k | 29.11 |
| 2025-06-30 | $270k | 9.8k | 27.67 |
| 2025-03-31 | $260k | 9.8k | 26.58 |
| 2024-12-31 | $255k | 9.8k | 26.07 |
| 2024-09-30 | $262k | 3.3k | 80.37 |
| 2024-06-30 | $241k | 3.3k | 74.08 |
| 2024-03-31 | $247k | 3.3k | 75.98 |
| 2023-12-31 | $228k | 3.3k | 70.10 |
| 2023-09-30 | $210k | 3.3k | 64.46 |
| 2023-06-30 | $218k | 3.3k | 67.09 |
| 2023-03-31 | $214k | 3.3k | 65.58 |
| 2022-12-31 | $215k | 3.3k | 66.02 |