Schwab Strategic Tr shares owned by Caldwell Sutter Capital
Quarter-by-quarter ownership of Schwab Strategic Tr (SCHY) shares owned by Caldwell Sutter Capital
from 13F filings
Historical chart of Caldwell Sutter Capital investment in Schwab Strategic Tr
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All positions including Schwab Strategic Tr held by Caldwell Sutter Capital consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Schwab Strategic Tr by Caldwell Sutter Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $96k | 3.4k | 27.94 |
| 2025-06-30 | $93k | 3.4k | 27.35 |
| 2025-03-31 | $78k | 3.1k | 25.38 |
| 2024-12-31 | $72k | 3.1k | 23.12 |
| 2024-09-30 | $74k | 2.8k | 26.17 |
| 2024-06-30 | $65k | 2.8k | 23.57 |
| 2024-03-31 | $31k | 1.3k | 24.26 |
| 2023-12-31 | $11k | 428 | 24.59 |