Schwab Strategic Tr shares owned by TSA Wealth Managment
Quarter-by-quarter ownership of Schwab Strategic Tr (SCMB) shares owned by TSA Wealth Managment
from 13F filings
Historical chart of TSA Wealth Managment investment in Schwab Strategic Tr
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Quarterly reported holdings in Schwab Strategic Tr by TSA Wealth Managment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 55k | 25.61 |
| 2025-06-30 | $1.3M | 53k | 25.18 |
| 2025-03-31 | $721k | 28k | 25.37 |
| 2024-12-31 | $733k | 29k | 25.68 |
| 2024-09-30 | $750k | 14k | 52.53 |
| 2024-06-30 | $355k | 6.9k | 51.40 |