Schwab Strategic Tr cmn shares owned by TriaGen Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by TriaGen Wealth Management
from 13F filings
Historical chart of TriaGen Wealth Management investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by TriaGen Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $300k | 11k | 26.58 |
| 2024-12-31 | $295k | 11k | 26.07 |
| 2024-09-30 | $303k | 3.8k | 80.37 |
| 2024-06-30 | $280k | 3.8k | 74.08 |
| 2024-03-31 | $287k | 3.8k | 75.98 |
| 2023-12-31 | $266k | 3.8k | 70.10 |
| 2023-09-30 | $243k | 3.8k | 64.46 |
| 2023-06-30 | $253k | 3.8k | 67.09 |
| 2023-03-31 | $248k | 3.8k | 65.58 |
| 2022-12-31 | $266k | 4.0k | 66.02 |
| 2022-09-30 | $235k | 4.0k | 58.44 |
| 2022-06-30 | $251k | 4.0k | 62.42 |
| 2022-03-31 | $287k | 4.0k | 71.38 |
| 2021-12-31 | $289k | 3.9k | 73.33 |
| 2021-09-30 | $266k | 3.9k | 67.50 |
| 2021-06-30 | $273k | 3.9k | 69.27 |
| 2021-03-31 | $257k | 3.9k | 65.21 |
| 2020-12-31 | $235k | 3.9k | 59.63 |