Schwab Strategic Tr shares owned by Adviser Investments
Quarter-by-quarter ownership of Schwab Strategic Tr (SCMB) shares owned by Adviser Investments
from 13F filings
Historical chart of Adviser Investments investment in Schwab Strategic Tr
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Quarterly reported holdings in Schwab Strategic Tr by Adviser Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.1M | 199k | 25.61 |
| 2025-06-30 | $2.5M | 99k | 25.18 |
| 2025-03-31 | $3.5M | 137k | 25.37 |
| 2024-12-31 | $3.6M | 141k | 25.68 |
| 2024-09-30 | $3.7M | 70k | 52.53 |
| 2024-06-30 | $3.5M | 69k | 51.40 |
| 2024-03-31 | $3.6M | 68k | 52.05 |
| 2023-12-31 | $3.4M | 65k | 52.61 |
| 2023-09-30 | $991k | 20k | 49.58 |
| 2023-06-30 | $221k | 4.3k | 51.83 |
| 2023-03-31 | $224k | 4.3k | 52.37 |