Schwab Strategic Tr intrm trm shares owned by Asset Planning Corporation
Quarter-by-quarter ownership of Schwab Strategic Tr intrm trm (SCHR) shares owned by Asset Planning Corporation
from 13F filings
Historical chart of Asset Planning Corporation investment in Schwab Strategic Tr intrm trm
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr intrm trm held by Asset Planning Corporation consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab Strategic Tr intrm trm by Asset Planning Corporation
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $228k | 4.7k | 49.05 |
| 2023-12-31 | $260k | 5.2k | 49.72 |
| 2023-09-30 | $286k | 6.0k | 47.94 |
| 2023-06-30 | $293k | 5.9k | 49.28 |
| 2023-03-31 | $303k | 6.0k | 50.43 |
| 2022-12-31 | $304k | 6.2k | 49.23 |
| 2022-09-30 | $382k | 7.8k | 49.18 |
| 2022-06-30 | $435k | 8.4k | 51.63 |
| 2022-03-31 | $675k | 13k | 53.26 |
| 2021-12-31 | $722k | 13k | 56.11 |
| 2021-09-30 | $729k | 13k | 56.71 |
| 2021-06-30 | $706k | 12k | 56.90 |
| 2021-03-31 | $1.1M | 19k | 56.39 |
| 2020-12-31 | $9.0M | 155k | 58.22 |
More positions owned by Asset Planning Corporation
View all positions for Asset Planning Corporation
Top funds holding Schwab Strategic Tr intrm trm
View all funds holding Schwab Strategic Tr intrm trm