Schwab Strategic Tr sht tm us tres shares owned by Altfest L J & Co
Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Altfest L J & Co
from 13F filings
Historical chart of Altfest L J & Co investment in Schwab Strategic Tr sht tm us tres
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Quarterly reported holdings in Schwab Strategic Tr sht tm us tres by Altfest L J & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $728k | 30k | 24.40 |
| 2025-06-30 | $688k | 28k | 24.38 |
| 2025-03-31 | $659k | 27k | 24.34 |
| 2024-12-31 | $399k | 17k | 24.06 |
| 2024-09-30 | $395k | 8.1k | 48.96 |
| 2024-06-30 | $644k | 13k | 48.14 |
| 2024-03-31 | $615k | 13k | 48.23 |
| 2023-12-31 | $605k | 13k | 48.43 |
| 2023-09-30 | $576k | 12k | 47.89 |
| 2023-06-30 | $371k | 7.7k | 48.13 |
| 2023-03-31 | $347k | 7.1k | 48.76 |
| 2022-12-31 | $346k | 7.2k | 48.20 |
| 2022-09-30 | $519k | 11k | 48.27 |
| 2022-06-30 | $528k | 11k | 49.21 |
| 2022-03-31 | $352k | 7.1k | 49.61 |
| 2021-12-31 | $365k | 7.2k | 50.81 |
| 2021-09-30 | $371k | 7.2k | 51.25 |
| 2021-06-30 | $306k | 6.0k | 51.19 |
| 2021-03-31 | $313k | 6.1k | 51.24 |
| 2020-12-31 | $321k | 6.2k | 51.43 |
| 2020-09-30 | $415k | 8.1k | 51.50 |
| 2020-06-30 | $428k | 8.3k | 51.68 |
| 2020-03-31 | $696k | 13k | 51.76 |
| 2019-12-31 | $4.8M | 95k | 50.48 |
| 2019-09-30 | $5.1M | 101k | 50.59 |
| 2019-06-30 | $8.6M | 171k | 50.59 |
| 2019-03-31 | $17M | 572k | 29.71 |
| 2018-12-31 | $13M | 259k | 49.91 |
| 2018-09-30 | $13M | 252k | 49.57 |
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