Schwab Strategic Tr shares owned by Paul Damon & Associates
Quarter-by-quarter ownership of Schwab Strategic Tr (SCMB) shares owned by Paul Damon & Associates
from 13F filings
Historical chart of Paul Damon & Associates investment in Schwab Strategic Tr
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Quarterly reported holdings in Schwab Strategic Tr by Paul Damon & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $697k | 27k | 25.61 |
| 2025-06-30 | $618k | 25k | 25.18 |
| 2025-03-31 | $590k | 23k | 25.37 |
| 2024-12-31 | $571k | 22k | 25.68 |
| 2024-09-30 | $468k | 8.9k | 52.53 |
| 2024-06-30 | $361k | 7.0k | 51.40 |
| 2024-03-31 | $314k | 6.0k | 52.05 |