Schwab Strategic Tr cmn shares owned by M3 Advisory Group
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by M3 Advisory Group
from 13F filings
Historical chart of M3 Advisory Group investment in Schwab Strategic Tr cmn
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr cmn held by M3 Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab Strategic Tr cmn by M3 Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.7M | 93k | 29.11 |
| 2025-06-30 | $2.6M | 93k | 27.67 |
| 2025-03-31 | $2.4M | 92k | 26.58 |
| 2024-12-31 | $2.4M | 90k | 26.07 |
| 2024-09-30 | $2.1M | 26k | 80.37 |
| 2024-06-30 | $1.8M | 24k | 74.08 |
| 2024-03-31 | $1.7M | 23k | 75.98 |
| 2023-12-31 | $1.5M | 22k | 70.10 |