Schwab Strategic Tr shares owned by Tradition Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr (SCHY) shares owned by Tradition Wealth Management
from 13F filings
Historical chart of Tradition Wealth Management investment in Schwab Strategic Tr
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Quarterly reported holdings in Schwab Strategic Tr by Tradition Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $447k | 16k | 27.94 |
| 2025-06-30 | $408k | 15k | 27.35 |
| 2025-03-31 | $347k | 14k | 25.38 |
| 2024-12-31 | $293k | 13k | 23.12 |
| 2024-09-30 | $306k | 12k | 26.17 |
| 2024-06-30 | $245k | 10k | 23.57 |
| 2024-03-31 | $228k | 9.4k | 24.26 |
| 2023-12-31 | $7.5M | 205k | 36.42 |
| 2023-09-30 | $7.5M | 223k | 33.59 |
| 2023-06-30 | $7.7M | 218k | 35.26 |
| 2023-03-31 | $5.3M | 154k | 34.34 |
| 2022-12-31 | $5.0M | 156k | 31.80 |
| 2022-09-30 | $4.5M | 161k | 27.80 |
| 2022-06-30 | $5.3M | 170k | 31.12 |
More positions owned by Tradition Wealth Management
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