Schwab Strategic Tr cmn shares owned by Lutz Financial Services
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Lutz Financial Services
from 13F filings
Historical chart of Lutz Financial Services investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Lutz Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $241k | 8.3k | 29.11 |
| 2025-06-30 | $229k | 8.3k | 27.67 |
| 2025-03-31 | $220k | 8.3k | 26.58 |
| 2024-12-31 | $216k | 8.3k | 26.07 |
| 2024-09-30 | $222k | 2.8k | 80.36 |
| 2024-06-30 | $204k | 2.8k | 74.07 |
| 2024-03-31 | $210k | 2.8k | 75.97 |
| 2021-12-31 | $202k | 2.8k | 73.21 |