Schwab Strategic Tr cmn shares owned by Shearwater Capital
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Shearwater Capital
from 13F filings
Historical chart of Shearwater Capital investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Shearwater Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $291k | 10k | 29.11 |
| 2025-06-30 | $277k | 10k | 27.67 |
| 2025-03-31 | $266k | 10k | 26.58 |
| 2024-12-31 | $261k | 10k | 26.07 |
| 2024-09-30 | $268k | 3.3k | 80.37 |
| 2024-06-30 | $247k | 3.3k | 74.08 |
| 2024-03-31 | $253k | 3.3k | 75.98 |
| 2023-12-31 | $234k | 3.3k | 70.10 |
| 2023-09-30 | $215k | 3.3k | 64.46 |
| 2023-06-30 | $248k | 3.7k | 67.09 |
| 2023-03-31 | $242k | 3.7k | 65.58 |
| 2022-12-31 | $244k | 309 | 789.42 |
| 2022-09-30 | $216k | 279 | 774.19 |
| 2022-06-30 | $231k | 295 | 783.05 |
| 2022-03-31 | $264k | 331 | 797.58 |
| 2021-12-31 | $271k | 338 | 801.78 |