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Schwab Strategic Tr cmn shares owned by William Howard & Co Financial Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by William Howard & Co Financial Advisors from 13F filings

Historical chart of William Howard & Co Financial 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 William Howard & Co Financial 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 William Howard & Co Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $235k 7.9k 29.61
2025-09-30 $245k 8.4k 29.11
2025-06-30 $231k 8.4k 27.67
2025-03-31 $221k 8.3k 26.58
2024-12-31 $216k 8.3k 26.11
2024-09-30 $220k 2.7k 80.20
2024-06-30 $201k 2.7k 74.14
2024-03-31 $206k 2.7k 75.99