Schwab Strategic Tr shares owned by Wedmont Private Capital
Quarter-by-quarter ownership of Schwab Strategic Tr (SCMB) shares owned by Wedmont Private Capital
from 13F filings
Historical chart of Wedmont Private Capital investment in Schwab Strategic Tr
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All positions including Schwab Strategic Tr held by Wedmont Private Capital consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Schwab Strategic Tr by Wedmont Private Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $13M | 247k | 52.12 |
| 2024-06-30 | $13M | 249k | 51.82 |
| 2024-03-31 | $13M | 247k | 51.61 |
| 2023-12-31 | $13M | 247k | 52.58 |
| 2023-09-30 | $5.5M | 113k | 49.19 |
| 2023-06-30 | $6.0M | 116k | 51.74 |
| 2023-03-31 | $5.4M | 102k | 52.50 |
| 2022-12-31 | $3.4M | 65k | 51.86 |