Schwab Strategic Tr sht tm us tres shares owned by Asset Planning Corporation
Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Asset Planning Corporation
from 13F filings
Historical chart of Asset Planning Corporation 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 Asset Planning Corporation
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $665k | 14k | 48.98 |
| 2024-06-30 | $938k | 20k | 48.13 |
| 2024-03-31 | $1.0M | 22k | 48.21 |
| 2023-12-31 | $1.0M | 22k | 48.45 |
| 2023-09-30 | $10M | 208k | 47.89 |
| 2023-06-30 | $10M | 216k | 48.06 |
| 2023-03-31 | $10M | 212k | 48.79 |
| 2022-12-31 | $11M | 220k | 48.24 |
| 2022-09-30 | $10M | 211k | 48.26 |
| 2022-06-30 | $11M | 232k | 49.19 |
| 2022-03-31 | $11M | 224k | 49.54 |
| 2021-12-31 | $11M | 223k | 50.85 |
| 2021-09-30 | $11M | 216k | 51.19 |
| 2021-06-30 | $9.7M | 189k | 51.22 |
| 2021-03-31 | $9.5M | 184k | 51.31 |
| 2020-12-31 | $8.8M | 171k | 51.39 |
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