Schwab Strategic Tr cmn shares owned by GSB Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by GSB Wealth Management
from 13F filings
Historical chart of GSB Wealth Management investment in Schwab Strategic Tr cmn
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr cmn held by GSB Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab Strategic Tr cmn by GSB Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $703k | 24k | 29.11 |
| 2025-06-30 | $670k | 24k | 27.67 |
| 2025-03-31 | $651k | 25k | 26.58 |
| 2024-12-31 | $637k | 24k | 26.07 |
| 2024-09-30 | $654k | 8.1k | 80.37 |
| 2024-06-30 | $722k | 9.7k | 74.08 |
| 2024-03-31 | $736k | 9.7k | 75.98 |
| 2023-09-30 | $673k | 10k | 64.46 |
| 2023-06-30 | $814k | 12k | 67.09 |
| 2023-03-31 | $716k | 11k | 65.58 |
| 2022-12-31 | $4.9M | 75k | 66.02 |
| 2022-09-30 | $4.5M | 77k | 58.51 |
| 2022-06-30 | $3.9M | 62k | 62.42 |
| 2022-03-31 | $5.1M | 72k | 71.39 |
| 2021-12-31 | $4.4M | 59k | 73.22 |
| 2021-09-30 | $3.7M | 55k | 67.48 |
| 2021-06-30 | $3.8M | 56k | 68.37 |
| 2021-03-31 | $3.3M | 51k | 65.28 |