Schwab Strategic Tr intrm trm shares owned by SFMG Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr intrm trm (SCHR) shares owned by SFMG Wealth Advisors
from 13F filings
Historical chart of SFMG Wealth Advisors 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 SFMG Wealth Advisors 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 SFMG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $206k | 4.2k | 49.05 |
| 2023-12-31 | $207k | 4.2k | 49.72 |
| 2023-06-30 | $204k | 4.1k | 49.28 |
| 2023-03-31 | $209k | 4.1k | 50.43 |
| 2022-12-31 | $204k | 4.1k | 49.23 |
| 2022-09-30 | $203k | 4.1k | 49.01 |
| 2022-06-30 | $212k | 4.1k | 51.53 |
| 2022-03-31 | $348k | 6.5k | 53.27 |
| 2021-12-31 | $367k | 6.5k | 56.18 |
| 2021-09-30 | $916k | 16k | 56.68 |
| 2021-06-30 | $2.2M | 39k | 56.88 |
| 2021-03-31 | $2.2M | 40k | 56.40 |
| 2020-12-31 | $3.7M | 64k | 58.22 |
| 2020-09-30 | $6.5M | 110k | 58.68 |
| 2020-06-30 | $6.7M | 114k | 58.78 |
| 2020-03-31 | $10M | 176k | 58.78 |
| 2019-12-31 | $433k | 7.9k | 54.92 |
| 2019-09-30 | $438k | 7.9k | 55.56 |
| 2019-06-30 | $432k | 7.9k | 54.79 |
| 2019-03-31 | $424k | 7.9k | 53.78 |
| 2016-12-31 | $15M | 271k | 53.35 |
| 2016-09-30 | $19M | 342k | 55.56 |
| 2016-06-30 | $19M | 330k | 55.97 |
| 2016-03-31 | $21M | 385k | 55.23 |
| 2015-09-30 | $4.0M | 74k | 54.49 |
Top funds holding Schwab Strategic Tr intrm trm
View all funds holding Schwab Strategic Tr intrm trm