Schwab Strategic Tr cmn shares owned by Sax Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Sax Wealth Advisors
from 13F filings
Historical chart of Sax Wealth Advisors investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Sax Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $958k | 33k | 29.11 |
| 2025-06-30 | $914k | 33k | 27.67 |
| 2024-12-31 | $858k | 33k | 26.07 |
| 2024-09-30 | $881k | 11k | 80.37 |
| 2024-06-30 | $812k | 11k | 74.08 |
| 2024-03-31 | $936k | 12k | 75.98 |
| 2023-12-31 | $863k | 12k | 70.10 |
| 2023-09-30 | $803k | 13k | 64.46 |
| 2023-06-30 | $836k | 13k | 67.09 |
| 2023-03-31 | $817k | 13k | 65.58 |
| 2022-12-31 | $806k | 12k | 66.02 |
| 2022-09-30 | $714k | 12k | 58.47 |
| 2022-06-30 | $762k | 12k | 62.40 |
| 2022-03-31 | $872k | 12k | 71.41 |
| 2021-12-31 | $894k | 12k | 73.21 |