Schwab Strategic Tr cmn shares owned by Lakeridge Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Lakeridge Wealth Management
from 13F filings
Historical chart of Lakeridge Wealth Management investment in Schwab Strategic Tr cmn
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr cmn held by Lakeridge Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab Strategic Tr cmn by Lakeridge Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $431k | 15k | 29.11 |
| 2025-06-30 | $413k | 15k | 27.67 |
| 2025-03-31 | $396k | 15k | 26.58 |
| 2024-12-31 | $388k | 15k | 26.07 |
| 2024-09-30 | $422k | 5.2k | 80.37 |
| 2024-06-30 | $389k | 5.2k | 74.08 |
| 2024-03-31 | $405k | 5.3k | 75.98 |
More positions owned by Lakeridge Wealth Management
View all positions for Lakeridge Wealth Management