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Schwab Strategic Tr sht tm us tres shares owned by Belpointe Asset Management

Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Belpointe Asset Management from 13F filings

Historical chart of Belpointe Asset Management investment in Schwab Strategic Tr sht tm us tres

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr sht tm us tres held by Belpointe Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr sht tm us tres by Belpointe Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.9M 39k 48.21
2023-09-30 $851k 18k 47.89
2023-06-30 $887k 19k 48.06
2023-03-31 $121k 2.5k 48.79
2022-12-31 $98k 2.0k 48.24
2022-09-30 $295k 6.1k 48.26
2022-06-30 $229k 4.7k 49.07
2022-03-31 $125k 2.5k 49.39
2021-12-31 $195k 3.8k 50.78
2021-09-30 $158k 3.1k 51.12
2021-06-30 $159k 3.1k 51.03
2017-09-30 $335k 6.7k 50.35