Schwab Strategic Tr shares owned by Strategic Investment Solutions
Quarter-by-quarter ownership of Schwab Strategic Tr (SCHY) shares owned by Strategic Investment Solutions
from 13F filings
Historical chart of Strategic Investment Solutions investment in Schwab Strategic Tr
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Quarterly reported holdings in Schwab Strategic Tr by Strategic Investment Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $34k | 1.2k | 27.94 |
| 2025-06-30 | $56k | 2.0k | 27.31 |
| 2025-03-31 | $109k | 4.3k | 25.37 |
| 2024-12-31 | $767k | 33k | 23.36 |
| 2024-09-30 | $337k | 12k | 28.00 |
| 2024-06-30 | $328k | 13k | 25.00 |
| 2023-12-31 | $899k | 37k | 24.59 |
| 2023-09-30 | $0 | 1.5M | 0.00 |
| 2023-06-30 | $928k | 39k | 23.57 |
| 2023-03-31 | $3.2M | 134k | 23.63 |
| 2022-12-31 | $679k | 28k | 23.89 |
More positions owned by Strategic Investment Solutions
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