Schwab Strategic Tr cmn shares owned by Waterloo Capital
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Waterloo Capital
from 13F filings
Historical chart of Waterloo Capital investment in Schwab Strategic Tr cmn
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All positions including Schwab Strategic Tr cmn held by Waterloo Capital consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Schwab Strategic Tr cmn by Waterloo Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $508k | 18k | 29.11 |
| 2025-06-30 | $481k | 17k | 27.67 |
| 2025-03-31 | $457k | 17k | 26.58 |
| 2024-12-31 | $403k | 16k | 26.07 |
| 2024-09-30 | $412k | 5.1k | 80.37 |
| 2024-06-30 | $375k | 5.1k | 74.08 |
| 2024-03-31 | $385k | 5.1k | 75.98 |
| 2023-09-30 | $362k | 5.6k | 64.46 |
| 2023-06-30 | $375k | 5.6k | 67.09 |
| 2023-03-31 | $365k | 5.6k | 65.58 |
| 2020-03-31 | $659k | 15k | 44.26 |