Schwab Strategic Tr cmn shares owned by Zhang Financial
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Zhang Financial
from 13F filings
Historical chart of Zhang Financial investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Zhang Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $519k | 18k | 29.11 |
| 2025-06-30 | $492k | 18k | 27.67 |
| 2025-03-31 | $444k | 17k | 26.58 |
| 2024-12-31 | $434k | 17k | 26.07 |
| 2024-09-30 | $443k | 5.5k | 80.36 |
| 2024-06-30 | $484k | 6.5k | 74.08 |
| 2024-03-31 | $497k | 6.5k | 75.98 |
| 2023-12-31 | $673k | 9.6k | 70.10 |
| 2023-09-30 | $749k | 12k | 64.46 |
| 2023-06-30 | $983k | 15k | 67.16 |
| 2023-03-31 | $955k | 15k | 65.58 |
| 2022-12-31 | $987k | 15k | 66.03 |
| 2022-09-30 | $665k | 11k | 58.51 |
| 2022-06-30 | $706k | 11k | 62.46 |
| 2022-03-31 | $722k | 10k | 71.41 |
| 2021-12-31 | $217k | 3.0k | 73.11 |
| 2021-06-30 | $201k | 2.9k | 68.46 |