Schwab Strategic Tr sht tm us tres shares owned by Apella Capital
Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Apella Capital
from 13F filings
Historical chart of Apella Capital investment in Schwab Strategic Tr sht tm us tres
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All positions including Schwab Strategic Tr sht tm us tres held by Apella Capital 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 Apella Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $22M | 455k | 48.85 |
| 2024-06-30 | $22M | 462k | 48.10 |
| 2024-03-31 | $22M | 461k | 47.99 |
| 2023-12-31 | $23M | 472k | 48.37 |
| 2023-09-30 | $23M | 480k | 47.89 |
| 2023-06-30 | $24M | 495k | 48.06 |
| 2022-12-31 | $26M | 548k | 48.24 |
| 2022-09-30 | $29M | 603k | 48.26 |
| 2022-06-30 | $32M | 644k | 49.19 |
| 2022-03-31 | $33M | 674k | 49.54 |
| 2021-12-31 | $34M | 670k | 50.85 |
| 2021-09-30 | $34M | 670k | 51.19 |
| 2021-06-30 | $34M | 656k | 51.22 |
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