Schwab Strategic Tr cmn shares owned by Klingman & Associates
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Klingman & Associates
from 13F filings
Historical chart of Klingman & Associates investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Klingman & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $319k | 11k | 29.61 |
| 2025-09-30 | $323k | 11k | 29.11 |
| 2025-06-30 | $317k | 11k | 27.67 |
| 2025-03-31 | $304k | 11k | 26.58 |
| 2024-12-31 | $298k | 11k | 26.07 |
| 2024-09-30 | $467k | 5.8k | 80.37 |
| 2024-06-30 | $431k | 5.8k | 74.08 |
| 2024-03-31 | $478k | 6.3k | 75.98 |
| 2023-12-31 | $487k | 7.0k | 70.10 |
| 2023-09-30 | $448k | 7.0k | 64.46 |
| 2023-06-30 | $458k | 6.8k | 67.09 |
| 2023-03-31 | $447k | 6.8k | 65.58 |
| 2022-12-31 | $440k | 6.7k | 66.02 |
| 2022-09-30 | $397k | 6.8k | 58.55 |
| 2022-06-30 | $421k | 6.7k | 62.45 |
| 2022-03-31 | $481k | 6.7k | 71.35 |
| 2021-12-31 | $510k | 7.0k | 73.16 |
| 2021-09-30 | $470k | 7.0k | 67.42 |
| 2021-06-30 | $380k | 5.6k | 68.43 |
| 2021-03-31 | $394k | 6.0k | 65.25 |
| 2020-12-31 | $324k | 5.4k | 59.46 |
| 2020-09-30 | $284k | 5.4k | 52.12 |
| 2020-06-30 | $212k | 4.2k | 50.19 |