Schwab Strategic Tr shares owned by Asset Advisors Investment Management
Quarter-by-quarter ownership of Schwab Strategic Tr (SCHY) shares owned by Asset Advisors Investment Management
from 13F filings
Historical chart of Asset Advisors Investment Management investment in Schwab Strategic Tr
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Quarterly reported holdings in Schwab Strategic Tr by Asset Advisors Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $358k | 13k | 27.94 |
| 2025-06-30 | $477k | 17k | 27.35 |
| 2025-03-31 | $6.0M | 237k | 25.38 |
| 2024-12-31 | $5.6M | 244k | 23.12 |
| 2024-09-30 | $6.5M | 250k | 26.17 |
| 2024-06-30 | $5.9M | 249k | 23.57 |
| 2024-03-31 | $4.5M | 188k | 24.26 |
| 2023-12-31 | $4.5M | 182k | 24.59 |
| 2023-09-30 | $4.2M | 183k | 23.00 |
| 2023-06-30 | $4.4M | 183k | 23.94 |
| 2023-03-31 | $3.9M | 166k | 23.63 |
More positions owned by Asset Advisors Investment Management
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