Schwab Strategic Tr shares owned by Anchor Investment Management
Quarter-by-quarter ownership of Schwab Strategic Tr (SCHY) shares owned by Anchor Investment Management
from 13F filings
Historical chart of Anchor Investment Management investment in Schwab Strategic Tr
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Quarterly reported holdings in Schwab Strategic Tr by Anchor Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $71k | 2.5k | 27.94 |
| 2025-06-30 | $77k | 2.8k | 27.35 |
| 2025-03-31 | $56k | 2.2k | 25.39 |
| 2024-12-31 | $53k | 2.3k | 23.12 |
| 2024-09-30 | $58k | 2.2k | 26.18 |
| 2024-06-30 | $46k | 2.0k | 23.57 |
| 2024-03-31 | $61k | 2.5k | 24.26 |
| 2023-12-31 | $57k | 2.3k | 24.59 |
| 2023-09-30 | $49k | 2.1k | 23.00 |
| 2023-06-30 | $43k | 1.8k | 23.94 |
| 2023-03-31 | $36k | 1.5k | 23.63 |
More positions owned by Anchor Investment Management
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