Schwab Strategic Tr cmn shares owned by GenWealth Group
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by GenWealth Group
from 13F filings
Historical chart of GenWealth Group investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by GenWealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $45M | 1.5M | 29.11 |
| 2025-06-30 | $43M | 1.5M | 27.67 |
| 2025-03-31 | $38M | 1.4M | 26.58 |
| 2024-12-31 | $37M | 1.4M | 26.07 |
| 2024-09-30 | $37M | 455k | 80.37 |
| 2024-06-30 | $33M | 439k | 74.08 |
| 2024-03-31 | $34M | 442k | 75.98 |
| 2023-12-31 | $30M | 432k | 70.10 |
| 2023-09-30 | $27M | 422k | 64.46 |
| 2023-06-30 | $29M | 431k | 67.09 |
| 2023-03-31 | $28M | 427k | 65.58 |
| 2022-12-31 | $29M | 432k | 66.02 |
| 2022-09-30 | $26M | 451k | 58.51 |
| 2022-06-30 | $31M | 490k | 62.42 |
| 2022-03-31 | $37M | 517k | 71.39 |
| 2021-12-31 | $38M | 516k | 73.22 |
| 2021-09-30 | $35M | 520k | 67.48 |
| 2021-06-30 | $35M | 515k | 68.37 |
| 2021-03-31 | $33M | 503k | 65.28 |
| 2020-12-31 | $27M | 459k | 59.53 |
| 2020-09-30 | $23M | 424k | 53.51 |
| 2020-06-30 | $11M | 226k | 50.02 |
| 2020-03-31 | $1.1M | 25k | 44.25 |
| 2019-12-31 | $1.3M | 21k | 60.11 |
| 2019-09-30 | $908k | 16k | 56.71 |
| 2019-06-30 | $517k | 9.1k | 56.55 |
| 2019-03-31 | $446k | 8.1k | 55.38 |
| 2018-12-31 | $325k | 6.6k | 49.15 |
| 2018-09-30 | $373k | 6.6k | 56.40 |
| 2018-06-30 | $301k | 5.7k | 53.07 |