Schwab Strategic Tr shares owned by Souders Financial Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr (SCHY) shares owned by Souders Financial Advisors
from 13F filings
Historical chart of Souders Financial Advisors investment in Schwab Strategic Tr
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Quarterly reported holdings in Schwab Strategic Tr by Souders Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $398k | 14k | 27.94 |
| 2025-06-30 | $470k | 17k | 27.35 |
| 2025-03-31 | $854k | 34k | 25.38 |
| 2024-12-31 | $2.9M | 124k | 23.12 |
| 2024-09-30 | $14M | 525k | 26.17 |
| 2024-06-30 | $13M | 541k | 23.57 |
| 2024-03-31 | $13M | 521k | 24.26 |
| 2023-12-31 | $12M | 486k | 24.59 |
| 2023-09-30 | $11M | 459k | 23.00 |
| 2023-06-30 | $9.7M | 406k | 23.94 |
| 2023-03-31 | $5.8M | 247k | 23.63 |
More positions owned by Souders Financial Advisors
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