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Schwab Strategic Tr sht tm us tres shares owned by WT Wealth Management

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

Historical chart of WT Wealth Management 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 WT Wealth Management 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 WT Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.1M 22k 48.45
2023-09-30 $1.1M 23k 47.89
2023-06-30 $1.1M 24k 48.06
2023-03-31 $3.6M 74k 48.79
2022-12-31 $3.1M 65k 48.24
2022-09-30 $2.3M 48k 48.26
2022-06-30 $753k 15k 49.17
2022-03-31 $743k 15k 49.51
2021-12-31 $741k 15k 50.88
2021-09-30 $1.1M 21k 51.21
2021-06-30 $1.2M 23k 51.23
2021-03-31 $1.2M 23k 51.32
2020-12-31 $1.2M 23k 51.37
2020-09-30 $1.6M 32k 51.48
2020-06-30 $7.6M 148k 51.62
2020-03-31 $7.1M 137k 51.73
2019-12-31 $7.4M 146k 50.47
2019-09-30 $6.7M 132k 50.58