Schwab Strategic Tr cmn shares owned by Wealth Group
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Wealth Group
from 13F filings
Historical chart of Wealth Group investment in Schwab Strategic Tr cmn
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr cmn held by Wealth Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab Strategic Tr cmn by Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $228k | 8.3k | 27.64 |
| 2025-03-31 | $1.3M | 49k | 26.58 |
| 2024-12-31 | $1.0M | 40k | 26.06 |
| 2024-09-30 | $744k | 9.3k | 80.32 |
| 2024-06-30 | $442k | 6.0k | 74.04 |
| 2024-03-31 | $461k | 6.1k | 76.04 |