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Schwab Strategic Tr shares owned by CAP Partners

Quarter-by-quarter ownership of Schwab Strategic Tr (SCHY) shares owned by CAP Partners from 13F filings

Historical chart of CAP Partners investment in Schwab Strategic Tr

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All positions including Schwab Strategic Tr held by CAP Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr by CAP Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 40k 27.94
2025-06-30 $989k 36k 27.35
2025-03-31 $566k 22k 25.38
2024-12-31 $529k 23k 23.12
2024-09-30 $589k 23k 26.17
2024-06-30 $903k 38k 23.57
2024-03-31 $883k 36k 24.26
2023-12-31 $877k 36k 24.59