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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

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr cmn held by Independent Wealth Network consolidated in one spreadsheet with up to 7 years of data

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Quarterly 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