Schwab Strategic Tr cmn shares owned by IAG Wealth Partners
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by IAG Wealth Partners
from 13F filings
Historical chart of IAG Wealth Partners investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by IAG Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $262k | 9.0k | 29.11 |
| 2025-06-30 | $249k | 9.0k | 27.67 |
| 2025-03-31 | $239k | 9.0k | 26.58 |
| 2024-12-31 | $250k | 9.6k | 26.07 |
| 2024-09-30 | $256k | 3.2k | 80.37 |
| 2024-06-30 | $236k | 3.2k | 74.08 |
| 2024-03-31 | $253k | 3.3k | 75.98 |
| 2023-12-31 | $233k | 3.3k | 70.10 |
| 2023-09-30 | $214k | 3.3k | 64.46 |
| 2023-06-30 | $223k | 3.3k | 67.09 |
| 2023-03-31 | $218k | 3.3k | 65.58 |
| 2022-12-31 | $220k | 3.3k | 66.02 |
| 2022-09-30 | $195k | 3.3k | 58.65 |
| 2022-06-30 | $208k | 3.3k | 62.56 |
| 2022-03-31 | $252k | 3.5k | 71.29 |
| 2021-12-31 | $276k | 3.8k | 73.31 |
| 2021-09-30 | $255k | 3.8k | 67.73 |
| 2021-06-30 | $258k | 3.8k | 68.53 |
| 2021-03-31 | $246k | 3.8k | 65.34 |
| 2020-12-31 | $225k | 3.8k | 59.76 |
| 2020-09-30 | $197k | 3.8k | 52.32 |
| 2020-06-30 | $199k | 4.0k | 50.30 |
| 2020-03-31 | $234k | 5.3k | 44.43 |
| 2019-12-31 | $266k | 4.4k | 60.30 |