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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All positions including Schwab Strategic Tr sht tm us tres held by Aull & Monroe Investment Management Corp. consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly 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 |
---|---|---|---|
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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