Schwab Strategic Tr cmn shares owned by GoalVest Advisory
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by GoalVest Advisory
from 13F filings
Historical chart of GoalVest Advisory investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by GoalVest Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $200k | 6.9k | 29.11 |
| 2025-06-30 | $190k | 6.9k | 27.67 |
| 2025-03-31 | $183k | 6.9k | 26.58 |
| 2024-12-31 | $179k | 6.9k | 26.07 |
| 2024-09-30 | $184k | 2.3k | 80.37 |
| 2024-06-30 | $170k | 2.3k | 74.08 |
| 2024-03-31 | $174k | 2.3k | 75.98 |
| 2023-06-30 | $7.4k | 112 | 65.73 |
| 2023-03-31 | $7.3k | 112 | 65.39 |
| 2022-09-30 | $2.0k | 38 | 52.63 |
| 2022-06-30 | $98k | 1.6k | 62.82 |
| 2022-03-31 | $154k | 2.2k | 71.56 |
| 2021-06-30 | $158k | 2.3k | 68.25 |
| 2021-03-31 | $151k | 2.3k | 65.45 |
| 2020-12-31 | $189k | 3.2k | 59.64 |