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Schwab Strategic Tr cmn shares owned by Waypoint Capital Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Waypoint Capital Advisors from 13F filings

Historical chart of Waypoint Capital Advisors investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr cmn held by Waypoint Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr cmn by Waypoint Capital Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.1M 88k 70.10
2023-09-30 $6.4M 99k 64.46
2023-06-30 $7.6M 113k 67.09
2023-03-31 $7.6M 116k 65.58
2022-12-31 $7.7M 116k 66.02
2022-09-30 $6.8M 116k 58.49
2022-06-30 $12M 185k 62.42