Schwab Strategic Tr shares owned by Stifel Financial
Quarter-by-quarter ownership of Schwab Strategic Tr (SCHY) shares owned by Stifel Financial
from 13F filings
Historical chart of Stifel Financial investment in Schwab Strategic Tr
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Quarterly reported holdings in Schwab Strategic Tr by Stifel Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.8M | 137k | 27.94 |
| 2025-06-30 | $3.9M | 141k | 27.35 |
| 2025-03-31 | $4.1M | 163k | 25.38 |
| 2024-12-31 | $4.3M | 187k | 23.12 |
| 2024-09-30 | $4.9M | 188k | 26.17 |
| 2024-06-30 | $4.9M | 208k | 23.57 |
| 2024-03-31 | $5.0M | 205k | 24.26 |
| 2023-12-31 | $4.9M | 201k | 24.59 |
| 2023-09-30 | $3.3M | 142k | 23.00 |
| 2023-06-30 | $2.9M | 123k | 23.94 |
| 2023-03-31 | $2.8M | 119k | 23.63 |
| 2022-12-31 | $1.3M | 58k | 22.42 |
| 2022-09-30 | $1.0M | 52k | 20.18 |
| 2022-06-30 | $806k | 35k | 22.96 |
| 2022-03-31 | $271k | 11k | 25.51 |