Schwab Strategic Tr sht tm us tres shares owned by ProVise Management Group
Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by ProVise Management Group
from 13F filings
Historical chart of ProVise Management Group 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 ProVise Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $229k | 4.7k | 48.45 |
| 2023-09-30 | $227k | 4.7k | 47.89 |
| 2023-06-30 | $228k | 4.7k | 48.79 |
| 2023-03-31 | $228k | 4.7k | 48.79 |
| 2022-12-31 | $261k | 5.4k | 48.24 |
| 2022-09-30 | $272k | 5.6k | 48.26 |
| 2022-06-30 | $279k | 5.7k | 49.22 |
| 2022-03-31 | $295k | 6.0k | 49.49 |
| 2021-12-31 | $647k | 13k | 50.86 |
| 2021-09-30 | $824k | 16k | 51.17 |
| 2021-06-30 | $950k | 19k | 51.20 |
| 2021-03-31 | $1.6M | 31k | 51.31 |
| 2020-12-31 | $1.9M | 37k | 51.40 |
| 2020-09-30 | $2.2M | 44k | 51.51 |
| 2020-06-30 | $2.3M | 44k | 51.62 |
| 2020-03-31 | $2.3M | 44k | 51.74 |
| 2019-12-31 | $2.9M | 58k | 50.48 |
| 2019-09-30 | $2.9M | 57k | 50.60 |
| 2019-06-30 | $3.1M | 60k | 50.59 |
| 2019-03-31 | $2.7M | 53k | 50.18 |
| 2018-12-31 | $1.1M | 23k | 49.92 |
| 2016-03-31 | $1.5M | 29k | 50.82 |
| 2015-09-30 | $6.5M | 127k | 50.80 |
| 2014-03-31 | $792k | 16k | 50.54 |
| 2013-12-31 | $293k | 5.8k | 50.63 |
| 2013-09-30 | $3.4M | 68k | 50.54 |
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