Schwab Strategic Tr sht tm us tres shares owned by Nelson Roberts Investment Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Nelson Roberts Investment Advisors
from 13F filings
Historical chart of Nelson Roberts Investment Advisors investment in Schwab Strategic Tr sht tm us tres
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Quarterly reported holdings in Schwab Strategic Tr sht tm us tres by Nelson Roberts Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $845k | 17k | 48.45 |
| 2023-09-30 | $703k | 15k | 47.89 |
| 2023-06-30 | $706k | 15k | 48.06 |
| 2023-03-31 | $941k | 19k | 48.79 |
| 2022-12-31 | $747k | 16k | 48.24 |
| 2022-09-30 | $750k | 16k | 48.24 |
| 2022-06-30 | $1.8M | 37k | 49.20 |
| 2022-03-31 | $1.4M | 29k | 49.52 |
| 2021-12-31 | $2.1M | 41k | 50.85 |
| 2021-09-30 | $2.7M | 53k | 51.19 |
| 2021-06-30 | $2.7M | 53k | 51.23 |
| 2021-03-31 | $3.6M | 69k | 51.31 |
| 2020-12-31 | $4.2M | 82k | 51.39 |
| 2020-09-30 | $6.2M | 121k | 51.50 |
| 2020-06-30 | $3.8M | 73k | 51.63 |
| 2020-03-31 | $3.8M | 74k | 51.73 |
| 2019-12-31 | $3.8M | 76k | 50.48 |
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