Schwab Strategic Tr shares owned by Sonoma Private Wealth
Quarter-by-quarter ownership of Schwab Strategic Tr (SAEF) shares owned by Sonoma Private Wealth
from 13F filings
Historical chart of Sonoma Private Wealth investment in Schwab Strategic Tr
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Quarterly reported holdings in Schwab Strategic Tr by Sonoma Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $293k | 11k | 26.54 |
| 2024-06-30 | $268k | 11k | 23.74 |
| 2024-03-31 | $411k | 17k | 24.59 |
| 2023-12-31 | $390k | 17k | 23.33 |
| 2023-09-30 | $338k | 17k | 20.37 |
| 2023-06-30 | $309k | 14k | 22.27 |
| 2023-03-31 | $421k | 20k | 21.25 |
| 2022-12-31 | $278k | 14k | 19.90 |