Schwab Strategic Tr cmn shares owned by Oakmont Partners
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Oakmont Partners
from 13F filings
Historical chart of Oakmont Partners investment in Schwab Strategic Tr cmn
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All positions including Schwab Strategic Tr cmn held by Oakmont 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 Oakmont Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.3M | 53k | 80.37 |
| 2024-06-30 | $4.0M | 54k | 74.42 |
| 2024-03-31 | $3.4M | 45k | 75.98 |
| 2023-12-31 | $2.3M | 33k | 70.10 |
| 2023-09-30 | $2.0M | 31k | 64.46 |
| 2023-06-30 | $1.8M | 28k | 67.09 |
| 2023-03-31 | $1.5M | 23k | 65.58 |
| 2022-12-31 | $1.2M | 19k | 66.02 |
| 2022-09-30 | $971k | 17k | 58.49 |