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Schwab Strategic Tr sht tm us tres shares owned by Roundview Capital

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

Historical chart of Roundview Capital 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 Roundview Capital 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 Roundview Capital

Quarter filed Position value Share count Share price at filing
2023-12-31 $10M 209k 48.45
2023-09-30 $16M 335k 47.89
2023-06-30 $16M 332k 48.06
2023-03-31 $17M 339k 48.79
2022-12-31 $15M 300k 48.24
2022-09-30 $16M 331k 48.26
2022-06-30 $19M 386k 49.19
2022-03-31 $19M 390k 49.54
2021-12-31 $21M 414k 50.85
2021-09-30 $21M 410k 51.19
2021-06-30 $21M 408k 51.22
2021-03-31 $20M 395k 51.31
2020-12-31 $19M 377k 51.39
2020-09-30 $19M 362k 51.50
2020-06-30 $19M 367k 51.63
2020-03-31 $18M 355k 51.73
2019-12-31 $16M 315k 50.48
2019-09-30 $14M 267k 50.59
2019-06-30 $12M 245k 50.59
2019-03-31 $11M 212k 50.19
2018-12-31 $2.7M 54k 49.91
2018-09-30 $1.7M 34k 49.57
2018-06-30 $1.2M 24k 49.72
2018-03-31 $630k 13k 49.87