Schwab Strategic Tr us aggregate b shares owned by Fairview Capital Investment Management
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Fairview Capital Investment Management
from 13F filings
Historical chart of Fairview Capital Investment Management investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Fairview Capital Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $237k | 10k | 23.47 |
| 2025-06-30 | $256k | 11k | 23.24 |
| 2025-03-31 | $255k | 11k | 23.16 |
| 2024-12-31 | $250k | 11k | 22.70 |
| 2024-09-30 | $314k | 6.6k | 47.52 |
| 2024-06-30 | $276k | 6.1k | 45.58 |
| 2024-03-31 | $263k | 5.7k | 46.00 |
| 2022-09-30 | $202k | 4.5k | 45.14 |
| 2022-06-30 | $214k | 4.5k | 47.82 |
| 2022-03-31 | $226k | 4.5k | 50.50 |
| 2021-12-31 | $241k | 4.5k | 53.85 |
| 2021-09-30 | $242k | 4.5k | 54.08 |
| 2021-06-30 | $244k | 4.5k | 54.53 |
| 2021-03-31 | $260k | 4.8k | 53.89 |
| 2020-12-31 | $243k | 4.4k | 55.86 |
| 2020-09-30 | $255k | 4.6k | 56.04 |
| 2020-06-30 | $241k | 4.3k | 56.05 |
| 2020-03-31 | $260k | 4.8k | 54.17 |
| 2019-12-31 | $262k | 4.9k | 53.41 |
| 2019-09-30 | $247k | 4.6k | 53.70 |
| 2019-06-30 | $243k | 4.6k | 52.83 |
| 2019-03-31 | $238k | 4.6k | 51.74 |
| 2018-12-31 | $232k | 4.6k | 50.43 |
| 2018-09-30 | $293k | 5.8k | 50.30 |
| 2018-06-30 | $275k | 5.4k | 50.69 |
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