Schwab Strategic Tr cmn shares owned by Waterford Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Waterford Advisors
from 13F filings
Historical chart of Waterford Advisors investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Waterford Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.3M | 149k | 29.11 |
| 2025-06-30 | $4.1M | 336k | 12.29 |
| 2025-03-31 | $3.9M | 146k | 26.58 |
| 2024-12-31 | $3.9M | 148k | 26.07 |
| 2024-09-30 | $4.0M | 49k | 80.37 |
| 2024-06-30 | $3.8M | 51k | 74.08 |
| 2024-03-31 | $3.9M | 51k | 75.98 |
| 2023-09-30 | $3.3M | 51k | 64.46 |
| 2023-06-30 | $3.4M | 51k | 67.09 |
| 2023-03-31 | $3.3M | 51k | 65.58 |
| 2022-12-31 | $3.3M | 51k | 66.02 |