Schwab Strategic Tr cmn shares owned by Westmount Partners
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Westmount Partners
from 13F filings
Historical chart of Westmount Partners investment in Schwab Strategic Tr cmn
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All positions including Schwab Strategic Tr cmn held by Westmount Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Schwab Strategic Tr cmn by Westmount Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $387k | 13k | 29.17 |
| 2025-06-30 | $367k | 13k | 27.67 |
| 2025-03-31 | $353k | 13k | 26.58 |
| 2024-12-31 | $346k | 13k | 26.07 |
| 2024-09-30 | $356k | 4.4k | 80.36 |
| 2024-06-30 | $326k | 4.4k | 73.70 |
| 2024-03-31 | $336k | 4.4k | 75.97 |
| 2023-12-31 | $313k | 4.5k | 70.09 |
| 2023-09-30 | $285k | 4.4k | 64.45 |
| 2023-06-30 | $297k | 4.4k | 67.08 |
| 2023-03-31 | $290k | 4.4k | 65.57 |
| 2022-12-31 | $292k | 4.4k | 66.01 |