Schwab Strategic Tr cmn shares owned by Wealthspan Partners
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Wealthspan Partners
from 13F filings
Historical chart of Wealthspan Partners investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Wealthspan Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $297k | 10k | 29.61 |
| 2025-09-30 | $440k | 15k | 29.11 |
| 2025-06-30 | $429k | 16k | 27.67 |
| 2025-03-31 | $412k | 16k | 26.58 |
| 2024-12-31 | $438k | 17k | 26.07 |
| 2024-09-30 | $450k | 5.6k | 80.37 |
| 2024-06-30 | $414k | 5.6k | 74.08 |
| 2024-03-31 | $332k | 4.4k | 75.98 |