Schwab Strategic Tr sht tm us tres shares owned by United Capital Management of KS
Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by United Capital Management of KS
from 13F filings
Historical chart of United Capital Management of KS 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 United Capital Management of KS
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $29M | 605k | 48.21 |
| 2023-12-31 | $28M | 568k | 48.45 |
| 2023-09-30 | $28M | 590k | 47.89 |
| 2023-06-30 | $27M | 566k | 48.06 |
| 2023-03-31 | $25M | 520k | 48.79 |
| 2022-12-31 | $23M | 480k | 48.24 |
| 2022-09-30 | $514k | 11k | 48.24 |
| 2022-06-30 | $473k | 9.6k | 49.14 |
| 2022-03-31 | $477k | 9.6k | 49.57 |
| 2021-12-31 | $648k | 13k | 50.85 |
| 2021-09-30 | $738k | 14k | 51.21 |
| 2021-06-30 | $811k | 16k | 51.19 |
| 2021-03-31 | $973k | 19k | 51.31 |
| 2020-12-31 | $1.4M | 28k | 51.39 |
| 2020-09-30 | $1.3M | 25k | 51.49 |
| 2020-06-30 | $1.2M | 24k | 51.62 |
| 2020-03-31 | $941k | 18k | 51.71 |
| 2019-12-31 | $1.2M | 25k | 50.49 |
| 2019-09-30 | $1.5M | 29k | 50.64 |
| 2019-06-30 | $1.6M | 31k | 50.45 |
| 2019-03-31 | $1.7M | 34k | 50.11 |
| 2018-12-31 | $2.1M | 42k | 49.92 |
| 2018-09-30 | $3.5M | 71k | 49.55 |
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