Schwab Strategic Tr cmn shares owned by Independent Wealth Network
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Independent Wealth Network
from 13F filings
Historical chart of Independent Wealth Network investment in Schwab Strategic Tr cmn
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All positions including Schwab Strategic Tr cmn held by Independent Wealth Network consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab Strategic Tr cmn by Independent Wealth Network
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $667k | 23k | 29.61 |
| 2025-09-30 | $573k | 20k | 29.11 |
| 2025-06-30 | $537k | 19k | 27.67 |
| 2025-03-31 | $509k | 19k | 26.58 |
| 2024-12-31 | $352k | 14k | 26.07 |
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