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Schwab Strategic Tr sht tm us tres shares owned by Peterson Wealth Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Peterson Wealth Advisors from 13F filings

Historical chart of Peterson Wealth Advisors 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 Peterson Wealth Advisors 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 Peterson Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.5M 156k 48.21
2023-12-31 $6.7M 139k 48.45
2023-09-30 $6.7M 139k 47.89
2023-06-30 $6.4M 133k 47.85
2023-03-31 $531k 11k 48.79