Schwab Strategic Tr cmn shares owned by Steel Peak Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Steel Peak Wealth Management
from 13F filings
Historical chart of Steel Peak Wealth Management investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Steel Peak Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $5.0M | 183k | 27.67 |
| 2024-12-31 | $5.4M | 207k | 26.07 |
| 2023-12-31 | $1.4M | 20k | 70.10 |
| 2020-12-31 | $213k | 3.6k | 59.51 |
| 2019-12-31 | $202k | 3.4k | 60.19 |
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