Schwab Strategic Tr cmn shares owned by ZWJ Investment Counsel
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by ZWJ Investment Counsel
from 13F filings
Historical chart of ZWJ Investment Counsel investment in Schwab Strategic Tr cmn
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr cmn held by ZWJ Investment Counsel consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab Strategic Tr cmn by ZWJ Investment Counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $252k | 8.6k | 29.11 |
| 2025-06-30 | $231k | 8.3k | 27.67 |
| 2025-03-31 | $222k | 8.3k | 26.58 |
| 2024-12-31 | $218k | 8.3k | 26.07 |
| 2024-09-30 | $224k | 2.8k | 80.36 |
| 2024-06-30 | $205k | 2.8k | 74.07 |
| 2024-03-31 | $210k | 2.8k | 75.97 |
| 2020-03-31 | $283k | 6.4k | 44.24 |
| 2019-12-31 | $377k | 6.3k | 60.18 |
| 2017-12-31 | $345k | 6.3k | 54.67 |
| 2017-09-30 | $311k | 6.0k | 51.83 |
| 2017-06-30 | $301k | 6.0k | 50.17 |