Schwab Strategic Tr shares owned by Coastwise Capital Group
Quarter-by-quarter ownership of Schwab Strategic Tr (SCUS) shares owned by Coastwise Capital Group
from 13F filings
Historical chart of Coastwise Capital Group investment in Schwab Strategic Tr
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All positions including Schwab Strategic Tr held by Coastwise Capital Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Schwab Strategic Tr by Coastwise Capital Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $617k | 24k | 25.25 |
| 2025-06-30 | $640k | 25k | 25.19 |
| 2025-03-31 | $707k | 28k | 25.19 |
| 2024-12-31 | $590k | 24k | 25.12 |