Schwab Strategic Tr cmn shares owned by Total Wealth Planning
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Total Wealth Planning
from 13F filings
Historical chart of Total Wealth Planning investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Total Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.0M | 310k | 29.11 |
| 2025-06-30 | $8.6M | 313k | 27.67 |
| 2025-03-31 | $7.6M | 285k | 26.58 |
| 2024-12-31 | $7.6M | 293k | 26.07 |
| 2024-09-30 | $8.5M | 106k | 80.37 |
| 2024-06-30 | $8.4M | 109k | 77.21 |
| 2024-03-31 | $8.8M | 116k | 75.98 |
| 2023-12-31 | $8.8M | 125k | 70.10 |
| 2023-09-30 | $8.4M | 130k | 64.46 |
| 2023-06-30 | $9.0M | 134k | 67.09 |
| 2023-03-31 | $9.0M | 137k | 65.58 |
| 2022-12-31 | $9.3M | 141k | 66.02 |
| 2022-09-30 | $6.9M | 118k | 58.51 |
| 2022-06-30 | $6.7M | 107k | 62.42 |
| 2022-03-31 | $7.2M | 102k | 71.39 |
| 2021-12-31 | $8.2M | 149k | 54.74 |
| 2021-09-30 | $7.8M | 116k | 67.48 |
| 2021-06-30 | $7.4M | 108k | 68.37 |
| 2021-03-31 | $8.0M | 122k | 65.28 |
| 2020-12-31 | $8.0M | 135k | 59.53 |
| 2020-09-30 | $7.6M | 145k | 52.19 |
| 2020-06-30 | $7.5M | 150k | 50.11 |
| 2020-03-31 | $6.6M | 149k | 44.27 |
| 2019-12-31 | $9.9M | 165k | 60.12 |
| 2019-09-30 | $9.3M | 164k | 56.73 |
| 2019-06-30 | $8.9M | 158k | 56.14 |
| 2019-03-31 | $8.2M | 149k | 54.74 |
| 2018-12-31 | $6.7M | 136k | 49.29 |