Schwab Strategic Tr shares owned by Wedmont Private Capital
Quarter-by-quarter ownership of Schwab Strategic Tr (SCHY) shares owned by Wedmont Private Capital
from 13F filings
Historical chart of Wedmont Private Capital investment in Schwab Strategic Tr
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All positions including Schwab Strategic Tr held by Wedmont Private Capital consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Schwab Strategic Tr by Wedmont Private Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $698k | 25k | 27.97 |
| 2025-06-30 | $1.1M | 40k | 27.50 |
| 2025-03-31 | $949k | 38k | 24.77 |
| 2024-12-31 | $881k | 38k | 22.99 |
| 2024-09-30 | $977k | 38k | 25.51 |
| 2024-06-30 | $942k | 38k | 24.60 |
| 2024-03-31 | $924k | 38k | 24.12 |
| 2023-12-31 | $944k | 38k | 24.64 |
| 2023-09-30 | $875k | 38k | 22.83 |
| 2023-06-30 | $939k | 38k | 24.52 |
| 2023-03-31 | $916k | 38k | 23.92 |
| 2022-12-31 | $885k | 38k | 23.10 |