Schwab Strategic Tr shares owned by Sontag Advisory
Quarter-by-quarter ownership of Schwab Strategic Tr (SCHY) shares owned by Sontag Advisory
from 13F filings
Historical chart of Sontag Advisory investment in Schwab Strategic Tr
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Quarterly reported holdings in Schwab Strategic Tr by Sontag Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $103k | 3.7k | 27.94 |
| 2023-12-31 | $599k | 24k | 24.59 |
| 2023-09-30 | $561k | 24k | 23.00 |
| 2023-06-30 | $589k | 25k | 23.94 |
| 2023-03-31 | $593k | 25k | 23.63 |
| 2022-12-31 | $563k | 25k | 22.42 |
| 2022-09-30 | $502k | 25k | 19.99 |
| 2022-06-30 | $661k | 29k | 22.50 |