Schwab Strategic Tr cmn shares owned by Stephens Consulting
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Stephens Consulting
from 13F filings
Historical chart of Stephens Consulting investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Stephens Consulting
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11k | 391 | 29.11 |
| 2025-06-30 | $15k | 534 | 27.67 |
| 2025-03-31 | $14k | 534 | 26.58 |
| 2024-12-31 | $14k | 534 | 26.07 |
| 2024-09-30 | $14k | 178 | 80.37 |
| 2024-06-30 | $13k | 178 | 74.08 |
| 2024-03-31 | $12k | 160 | 75.98 |
| 2023-12-31 | $11k | 160 | 70.10 |
| 2023-09-30 | $10k | 160 | 64.46 |
| 2023-06-30 | $11k | 160 | 67.09 |
| 2023-03-31 | $11k | 160 | 65.58 |
| 2022-12-31 | $11k | 160 | 66.02 |
| 2022-09-30 | $9.4k | 160 | 58.51 |