Schwab Strategic Tr cmn shares owned by Investments & Financial Planning
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Investments & Financial Planning
from 13F filings
Historical chart of Investments & Financial Planning investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Investments & Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $404k | 14k | 29.11 |
| 2025-06-30 | $360k | 13k | 27.67 |
| 2025-03-31 | $345k | 13k | 26.58 |
| 2024-12-31 | $265k | 10k | 26.07 |
| 2024-09-30 | $274k | 3.4k | 80.37 |
| 2024-06-30 | $252k | 3.4k | 74.07 |
| 2024-03-31 | $260k | 3.4k | 75.97 |
| 2023-12-31 | $240k | 3.4k | 70.09 |
| 2023-09-30 | $222k | 3.4k | 64.47 |
| 2023-06-30 | $229k | 3.4k | 67.09 |
| 2023-03-31 | $224k | 3.4k | 65.58 |
| 2022-12-31 | $223k | 3.4k | 66.01 |
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