Schwab Strategic Tr cmn shares owned by SGL Investment Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by SGL Investment Advisors
from 13F filings
Historical chart of SGL Investment Advisors investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by SGL Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $414k | 14k | 28.79 |
| 2025-06-30 | $291k | 10k | 27.94 |
| 2025-03-31 | $235k | 9.0k | 26.20 |
| 2024-09-30 | $200k | 7.3k | 27.25 |
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