Schwab Strategic Tr cmn shares owned by Mission Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Mission Wealth Management
from 13F filings
Historical chart of Mission Wealth Management investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Mission Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.7M | 92k | 29.61 |
| 2025-09-30 | $2.9M | 101k | 29.11 |
| 2025-06-30 | $3.0M | 109k | 27.67 |
| 2025-03-31 | $252k | 9.5k | 26.58 |
| 2024-12-31 | $247k | 9.5k | 26.07 |
| 2024-09-30 | $254k | 3.2k | 80.37 |
| 2024-06-30 | $234k | 3.2k | 74.08 |
| 2024-03-31 | $380k | 5.0k | 75.98 |
| 2023-12-31 | $221k | 3.2k | 70.10 |
| 2023-09-30 | $442k | 6.9k | 64.46 |
| 2023-06-30 | $714k | 11k | 67.09 |
| 2023-03-31 | $207k | 3.2k | 65.58 |
| 2022-12-31 | $424k | 6.4k | 66.02 |
| 2022-09-30 | $353k | 6.0k | 58.59 |
| 2021-12-31 | $203k | 2.8k | 73.29 |