Schwab Strategic Tr cmn shares owned by Stratos Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Stratos Wealth Advisors
from 13F filings
Historical chart of Stratos Wealth Advisors investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Stratos Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 83k | 29.11 |
| 2025-06-30 | $2.4M | 85k | 27.67 |
| 2025-03-31 | $2.3M | 86k | 26.58 |
| 2024-12-31 | $3.2M | 123k | 26.07 |
| 2024-09-30 | $3.4M | 43k | 80.37 |
| 2024-06-30 | $3.2M | 44k | 74.08 |
| 2024-03-31 | $3.6M | 48k | 75.98 |
| 2023-12-31 | $7.0M | 100k | 70.10 |
| 2023-09-30 | $10M | 158k | 64.46 |
| 2023-06-30 | $9.5M | 142k | 67.09 |
| 2023-03-31 | $8.1M | 124k | 65.58 |
| 2022-12-31 | $14M | 214k | 66.02 |
| 2022-09-30 | $13M | 213k | 58.51 |
| 2022-06-30 | $4.8M | 77k | 62.43 |
| 2022-03-31 | $5.5M | 77k | 71.40 |
| 2021-12-31 | $6.0M | 83k | 73.22 |
| 2021-09-30 | $5.5M | 82k | 67.47 |
| 2021-06-30 | $6.1M | 89k | 68.37 |
| 2021-03-31 | $5.1M | 79k | 65.27 |
| 2020-12-31 | $4.8M | 81k | 59.53 |
| 2020-09-30 | $7.4M | 141k | 52.19 |
| 2020-06-30 | $7.5M | 150k | 50.11 |
| 2020-03-31 | $5.6M | 126k | 44.27 |
| 2019-12-31 | $9.3M | 155k | 60.12 |
| 2019-09-30 | $8.4M | 149k | 56.73 |
| 2019-06-30 | $8.6M | 152k | 56.14 |
| 2019-03-31 | $3.1M | 57k | 54.74 |
| 2018-12-31 | $2.0M | 40k | 49.29 |