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Schwab Strategic Tr shares owned by CVA Family Office

Quarter-by-quarter ownership of Schwab Strategic Tr (SCHY) shares owned by CVA Family Office from 13F filings

Historical chart of CVA Family Office investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr held by CVA Family Office consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr by CVA Family Office

Quarter filed Position value Share count Share price at filing
2023-12-31 $530k 22k 24.59
2023-09-30 $588k 26k 23.00
2023-06-30 $660k 28k 23.94
2023-03-31 $651k 28k 23.63
2022-12-31 $617k 28k 22.42
2022-09-30 $896k 45k 20.02
2022-06-30 $1.6M 70k 22.48
2022-03-31 $1.8M 70k 25.68
2021-12-31 $1.6M 61k 25.66
2021-06-30 $987k 38k 25.71