Schwab Strategic Tr cmn shares owned by Kozak & Associates
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Kozak & Associates
from 13F filings
Historical chart of Kozak & Associates investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Kozak & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $82k | 2.9k | 28.67 |
| 2025-06-30 | $80k | 2.9k | 28.01 |
| 2025-03-31 | $72k | 2.8k | 25.13 |
| 2024-12-31 | $74k | 2.8k | 26.19 |
| 2024-09-30 | $77k | 2.8k | 27.27 |
| 2024-06-30 | $69k | 933 | 73.99 |
| 2024-03-31 | $70k | 927 | 75.67 |
| 2023-12-31 | $64k | 923 | 69.21 |
| 2023-09-30 | $58k | 916 | 63.50 |
| 2023-06-30 | $62k | 916 | 67.27 |
| 2023-03-31 | $60k | 916 | 65.58 |
| 2022-12-31 | $61k | 921 | 66.23 |
| 2022-09-30 | $55k | 921 | 59.72 |
| 2022-06-30 | $57k | 921 | 61.89 |
| 2022-03-31 | $63k | 923 | 68.26 |
| 2021-12-31 | $63k | 923 | 68.26 |
| 2021-09-30 | $67k | 923 | 72.59 |