Schwab Strategic Tr shares owned by Capital Analysts
Quarter-by-quarter ownership of Schwab Strategic Tr (SCMB) shares owned by Capital Analysts
from 13F filings
Historical chart of Capital Analysts investment in Schwab Strategic Tr
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All positions including Schwab Strategic Tr held by Capital Analysts consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Schwab Strategic Tr by Capital Analysts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $139k | 5.4k | 25.72 |
| 2025-09-30 | $109k | 4.2k | 25.72 |
| 2025-06-30 | $98k | 3.9k | 25.30 |
| 2025-03-31 | $71k | 2.8k | 25.44 |
| 2024-12-31 | $72k | 2.8k | 25.80 |
| 2024-09-30 | $45k | 850 | 52.94 |
| 2024-06-30 | $35k | 683 | 51.24 |
| 2024-03-31 | $23k | 438 | 52.51 |