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Schwab Strategic Tr sht tm us tres shares owned by Allen Capital Group

Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Allen Capital Group from 13F filings

Historical chart of Allen Capital Group 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 Allen Capital Group 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 Allen Capital Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $6.7M 275k 24.27
2022-03-31 $240k 4.8k 49.64
2021-12-31 $4.8M 94k 50.85
2021-09-30 $5.4M 105k 51.19
2021-06-30 $5.7M 111k 51.22
2021-03-31 $6.0M 116k 51.31
2020-12-31 $7.2M 141k 51.39
2020-09-30 $8.3M 161k 51.47
2020-06-30 $12M 235k 51.63
2020-03-31 $12M 234k 51.73
2019-12-31 $15M 286k 50.48
2019-09-30 $15M 292k 50.67
2019-06-30 $22M 443k 50.59
2019-03-31 $21M 415k 50.19
2018-12-31 $19M 383k 49.84
2018-09-30 $15M 298k 49.57
2018-06-30 $13M 264k 49.74
2018-03-31 $8.4M 168k 49.84
2017-12-31 $7.1M 141k 50.03