Schwab Strategic Tr cmn shares owned by Opes Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Opes Wealth Management
from 13F filings
Historical chart of Opes Wealth Management investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Opes Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $10M | 345k | 29.11 |
| 2025-06-30 | $9.5M | 344k | 27.67 |
| 2024-12-31 | $8.2M | 313k | 26.07 |
| 2024-09-30 | $8.2M | 103k | 80.37 |
| 2024-06-30 | $7.7M | 104k | 74.08 |
| 2024-03-31 | $7.9M | 103k | 75.98 |
| 2023-12-31 | $7.2M | 102k | 70.10 |
| 2023-09-30 | $6.6M | 102k | 64.46 |
| 2023-06-30 | $6.8M | 102k | 67.09 |
| 2023-03-31 | $6.6M | 100k | 65.58 |
| 2022-12-31 | $6.6M | 100k | 66.02 |
| 2022-09-30 | $5.8M | 99k | 58.51 |
| 2022-06-30 | $6.0M | 96k | 62.42 |
| 2022-03-31 | $7.2M | 101k | 71.39 |
| 2021-12-31 | $7.5M | 103k | 73.22 |
| 2021-09-30 | $8.7M | 129k | 67.48 |
| 2021-06-30 | $8.7M | 127k | 68.37 |
| 2021-03-31 | $8.7M | 133k | 65.28 |
| 2020-12-31 | $8.6M | 144k | 59.53 |
| 2020-09-30 | $7.5M | 145k | 52.19 |
| 2020-06-30 | $7.4M | 148k | 50.11 |
| 2020-03-31 | $6.5M | 146k | 44.27 |
| 2019-12-31 | $9.0M | 150k | 60.12 |
| 2019-09-30 | $8.8M | 155k | 56.73 |
| 2019-06-30 | $8.8M | 156k | 56.14 |
| 2019-03-31 | $8.6M | 157k | 54.74 |