Schwab Strategic Tr cmn shares owned by KCM Investment Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by KCM Investment Advisors
from 13F filings
Historical chart of KCM Investment Advisors investment in Schwab Strategic Tr cmn
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr cmn held by KCM Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab Strategic Tr cmn by KCM Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $221k | 7.6k | 29.11 |
| 2025-06-30 | $238k | 8.6k | 27.67 |
| 2022-12-31 | $249k | 3.8k | 66.03 |
| 2022-09-30 | $220k | 3.8k | 58.45 |
| 2022-06-30 | $234k | 3.8k | 62.30 |
| 2022-03-31 | $268k | 3.8k | 71.47 |
| 2021-12-31 | $274k | 3.7k | 73.16 |
| 2021-06-30 | $200k | 2.9k | 68.21 |
| 2020-12-31 | $222k | 3.7k | 59.65 |
| 2019-12-31 | $252k | 4.2k | 60.14 |
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