Schwab Strategic Tr cmn shares owned by Sterling Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Sterling Wealth Advisors
from 13F filings
Historical chart of Sterling Wealth Advisors investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Sterling Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $367k | 13k | 28.96 |
| 2025-06-30 | $355k | 13k | 28.01 |
| 2025-03-31 | $337k | 13k | 26.58 |
| 2024-12-31 | $330k | 13k | 26.07 |