Schwab Strategic Tr cmn shares owned by United Advisor Group
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by United Advisor Group
from 13F filings
Historical chart of United Advisor Group investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by United Advisor Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 45k | 29.11 |
| 2025-06-30 | $1.2M | 44k | 27.67 |
| 2025-03-31 | $367k | 14k | 26.58 |
| 2024-12-31 | $320k | 12k | 26.07 |
| 2024-09-30 | $331k | 4.1k | 80.37 |
| 2024-06-30 | $306k | 4.1k | 74.08 |
| 2024-03-31 | $288k | 3.8k | 75.98 |