Schwab Strategic Tr cmn shares owned by Wagner Bowman Management
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Wagner Bowman Management
from 13F filings
Historical chart of Wagner Bowman Management investment in Schwab Strategic Tr cmn
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr cmn held by Wagner Bowman Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab Strategic Tr cmn by Wagner Bowman Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $887k | 31k | 29.11 |
| 2025-06-30 | $843k | 31k | 27.67 |
| 2025-03-31 | $831k | 31k | 26.58 |
| 2024-12-31 | $816k | 31k | 26.07 |
| 2024-09-30 | $845k | 11k | 80.37 |
| 2024-06-30 | $713k | 9.6k | 74.08 |
| 2024-03-31 | $1.3M | 18k | 75.98 |
| 2023-12-31 | $1.8M | 26k | 70.10 |
| 2023-09-30 | $4.4M | 68k | 64.46 |
| 2023-06-30 | $6.2M | 93k | 67.09 |
| 2023-03-31 | $5.9M | 90k | 65.58 |
| 2022-09-30 | $7.0M | 119k | 58.51 |
| 2022-06-30 | $6.9M | 110k | 62.84 |
| 2022-03-31 | $6.9M | 100k | 69.57 |
| 2021-12-31 | $4.5M | 61k | 73.21 |