Schwab Strategic Tr sht tm us tres shares owned by Aull & Monroe Investment Management Corp.
Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Aull & Monroe Investment Management Corp.
from 13F filings
Historical chart of Aull & Monroe Investment Management Corp. 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 Aull & Monroe Investment Management Corp.
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $254k | 10k | 24.40 |
| 2025-06-30 | $217k | 8.9k | 24.38 |
| 2025-03-31 | $228k | 9.4k | 24.34 |
| 2024-12-31 | $235k | 9.7k | 24.06 |
| 2024-09-30 | $236k | 4.8k | 48.98 |
| 2024-06-30 | $252k | 5.2k | 48.13 |
| 2024-03-31 | $352k | 7.3k | 48.21 |
| 2023-12-31 | $283k | 5.8k | 48.45 |
| 2023-09-30 | $280k | 5.8k | 47.89 |
| 2023-06-30 | $281k | 5.8k | 48.06 |
| 2023-03-31 | $287k | 5.9k | 48.79 |
| 2022-12-31 | $284k | 5.9k | 48.24 |
| 2022-09-30 | $284k | 5.9k | 48.32 |
| 2022-06-30 | $297k | 6.0k | 49.16 |
| 2022-03-31 | $300k | 6.1k | 49.53 |
| 2021-12-31 | $310k | 6.1k | 50.89 |
| 2021-09-30 | $314k | 6.1k | 51.12 |
| 2021-06-30 | $314k | 6.1k | 51.25 |
| 2021-03-31 | $314k | 6.1k | 51.25 |
| 2020-12-31 | $370k | 7.2k | 51.37 |
| 2020-09-30 | $375k | 7.3k | 51.43 |
| 2020-06-30 | $373k | 7.2k | 51.65 |
| 2020-03-31 | $232k | 4.5k | 51.79 |
| 2019-12-31 | $202k | 4.0k | 50.37 |
| 2019-09-30 | $203k | 4.0k | 50.62 |
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