Schwab Strategic Tr cmn shares owned by Cape Investment Advisory
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Cape Investment Advisory
from 13F filings
Historical chart of Cape Investment Advisory investment in Schwab Strategic Tr cmn
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr cmn held by Cape Investment Advisory consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Schwab Strategic Tr cmn by Cape Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $16M | 601k | 26.58 |
| 2024-12-31 | $16M | 608k | 26.07 |
| 2024-09-30 | $16M | 205k | 80.37 |
| 2024-06-30 | $15M | 202k | 74.08 |
| 2024-03-31 | $15M | 203k | 75.98 |
| 2023-12-31 | $14M | 200k | 70.10 |
| 2023-09-30 | $13M | 200k | 64.46 |
| 2023-06-30 | $13M | 200k | 67.09 |
| 2023-03-31 | $13M | 197k | 65.58 |