Schwab Strategic Tr cmn shares owned by Warner Financial
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Warner Financial
from 13F filings
Historical chart of Warner Financial investment in Schwab Strategic Tr cmn
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All positions including Schwab Strategic Tr cmn held by Warner Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Schwab Strategic Tr cmn by Warner Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.1M | 142k | 29.11 |
| 2025-06-30 | $3.9M | 140k | 27.67 |
| 2025-03-31 | $3.6M | 137k | 26.58 |
| 2024-12-31 | $3.4M | 129k | 26.07 |
| 2024-09-30 | $2.8M | 34k | 80.38 |
| 2024-06-30 | $2.4M | 33k | 74.09 |
| 2024-03-31 | $2.4M | 31k | 75.99 |
| 2023-12-31 | $1.8M | 26k | 70.12 |
| 2023-09-30 | $1.6M | 25k | 64.45 |
| 2023-06-30 | $1.4M | 21k | 67.07 |
| 2023-03-31 | $1.3M | 20k | 65.59 |
| 2022-12-31 | $1.3M | 20k | 66.00 |
| 2022-09-30 | $775k | 13k | 58.52 |
| 2022-06-30 | $800k | 13k | 62.45 |
| 2022-03-31 | $912k | 13k | 72.73 |
| 2021-12-31 | $916k | 13k | 73.20 |