Schwab Strategic Tr cmn shares owned by Plan
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Plan
from 13F filings
Historical chart of Plan investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Plan
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $673k | 23k | 29.11 |
| 2025-06-30 | $1.1M | 41k | 27.67 |
| 2025-03-31 | $593k | 22k | 26.58 |
| 2024-12-31 | $581k | 22k | 26.07 |
| 2024-09-30 | $598k | 7.4k | 80.37 |
| 2024-06-30 | $551k | 7.4k | 74.08 |
| 2024-03-31 | $565k | 7.4k | 75.98 |
| 2023-12-31 | $521k | 7.4k | 70.10 |
| 2023-09-30 | $479k | 7.4k | 64.46 |
| 2023-06-30 | $241k | 3.6k | 67.09 |
| 2023-03-31 | $235k | 3.6k | 65.58 |
| 2022-12-31 | $237k | 3.6k | 66.02 |
| 2022-09-30 | $260k | 4.4k | 58.58 |
| 2022-06-30 | $277k | 4.4k | 62.42 |
| 2022-03-31 | $317k | 4.4k | 71.43 |
| 2021-12-31 | $324k | 4.4k | 73.32 |
| 2021-09-30 | $296k | 4.4k | 67.36 |