Schwab Strategic Tr cmn shares owned by Strategic Wealth Partners
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Strategic Wealth Partners
from 13F filings
Historical chart of Strategic Wealth Partners investment in Schwab Strategic Tr cmn
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr cmn held by Strategic Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab Strategic Tr cmn by Strategic Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 40k | 29.11 |
| 2025-06-30 | $8.6k | 312 | 27.67 |
| 2019-06-30 | $9.0k | 163 | 55.21 |
| 2019-03-31 | $25k | 444 | 56.31 |
| 2018-12-31 | $106k | 2.1k | 51.13 |
| 2018-09-30 | $179k | 3.2k | 56.24 |
| 2018-06-30 | $169k | 3.2k | 53.09 |
| 2018-03-31 | $168k | 3.2k | 52.78 |
| 2017-12-31 | $154k | 2.9k | 53.07 |