Schwab Strategic Tr cmn shares owned by Perigon Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Perigon Wealth Management
from 13F filings
Historical chart of Perigon Wealth Management investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Perigon Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $18M | 602k | 29.11 |
| 2025-06-30 | $16M | 580k | 27.67 |
| 2025-03-31 | $16M | 584k | 26.58 |
| 2024-12-31 | $15M | 571k | 26.70 |
| 2024-09-30 | $14M | 176k | 80.37 |
| 2024-06-30 | $14M | 183k | 74.08 |
| 2024-03-31 | $14M | 181k | 75.98 |
| 2023-12-31 | $12M | 174k | 70.10 |
| 2023-09-30 | $10M | 159k | 64.46 |
| 2023-06-30 | $10M | 153k | 67.09 |
| 2023-03-31 | $9.3M | 142k | 65.58 |
| 2022-12-31 | $8.5M | 129k | 66.02 |
| 2022-09-30 | $6.9M | 119k | 58.51 |
| 2022-06-30 | $6.7M | 108k | 62.42 |
| 2022-03-31 | $4.0M | 56k | 71.39 |
| 2021-12-31 | $3.8M | 52k | 73.23 |
| 2021-09-30 | $3.2M | 47k | 67.48 |
| 2021-06-30 | $3.0M | 44k | 68.38 |
| 2021-03-31 | $2.5M | 39k | 65.27 |
| 2020-12-31 | $2.0M | 34k | 59.54 |
| 2020-09-30 | $1.6M | 31k | 52.20 |
| 2020-06-30 | $1.5M | 30k | 50.13 |
| 2020-03-31 | $1.3M | 28k | 48.48 |
| 2019-12-31 | $1.6M | 26k | 60.00 |
| 2016-09-30 | $8.0k | 176 | 45.45 |
| 2016-06-30 | $17k | 371 | 45.82 |
| 2016-03-31 | $16k | 371 | 43.13 |
| 2011-09-30 | $6.9M | 119k | 58.51 |