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
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr held by CAP Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly 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 |