Schwab Strategic Tr cmn shares owned by WMG Financial Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by WMG Financial Advisors
from 13F filings
Historical chart of WMG Financial Advisors investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by WMG Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $495k | 17k | 29.11 |
| 2025-06-30 | $532k | 19k | 27.67 |
| 2025-03-31 | $495k | 19k | 26.59 |
| 2024-12-31 | $490k | 19k | 26.07 |
| 2024-09-30 | $517k | 6.4k | 80.44 |
| 2024-06-30 | $452k | 6.1k | 73.88 |
| 2024-03-31 | $475k | 6.2k | 75.98 |