Schwab Strategic Tr intrm trm shares owned by Sonoma Private Wealth
Quarter-by-quarter ownership of Schwab Strategic Tr intrm trm (SCHR) shares owned by Sonoma Private Wealth
from 13F filings
Historical chart of Sonoma Private Wealth 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 Sonoma Private Wealth consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $393k | 8.0k | 49.05 |
2023-12-31 | $247k | 5.0k | 49.72 |
2023-03-31 | $204k | 4.0k | 50.43 |
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