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Schwab Strategic Tr sht tm us tres shares owned by Evensky & Katz

Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Evensky & Katz from 13F filings

Historical chart of Evensky & Katz 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 Evensky & Katz 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 Evensky & Katz

Quarter filed Position value Share count Share price at filing
2024-03-31 $11M 220k 48.21
2023-12-31 $13M 258k 48.45
2023-09-30 $20M 419k 47.89
2023-06-30 $35M 727k 48.06
2023-03-31 $30M 609k 48.79
2022-12-31 $21M 435k 48.24
2022-09-30 $15M 309k 48.26
2022-06-30 $6.2M 126k 49.19
2020-09-30 $8.0k 151 52.98
2020-06-30 $13k 251 51.79
2020-03-31 $123k 2.4k 51.70
2019-12-31 $419k 8.3k 50.42
2019-09-30 $202k 4.0k 50.70
2019-06-30 $87k 1.7k 50.91
2019-03-31 $499k 10k 50.15
2018-12-31 $208k 4.2k 49.80
2018-09-30 $483k 9.8k 49.54
2018-06-30 $164k 3.3k 49.64
2018-03-31 $306k 6.2k 49.74
2017-12-31 $491k 9.8k 50.03
2017-09-30 $1.1M 22k 50.38