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Schwab Strategic Tr cmn shares owned by Leeward Financial Partners

Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Leeward Financial Partners from 13F filings

Historical chart of Leeward Financial Partners investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr cmn held by Leeward Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr cmn by Leeward Financial Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.8M 64k 75.98
2023-12-31 $3.7M 53k 70.10
2023-09-30 $3.0M 46k 64.46
2023-06-30 $3.0M 45k 67.09
2023-03-31 $5.2M 80k 65.58
2022-12-31 $5.0M 76k 66.02
2022-09-30 $4.6M 79k 58.51
2022-06-30 $4.9M 78k 62.42
2022-03-31 $4.0M 56k 71.39
2021-12-31 $3.8M 51k 73.23