Schwab Strategic Tr sht tm us tres shares owned by Calton & Associates
Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Calton & Associates
from 13F filings
Historical chart of Calton & Associates 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 Calton & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 71k | 24.40 |
| 2025-06-30 | $1.6M | 67k | 24.38 |
| 2025-03-31 | $409k | 1.5k | 270.77 |
| 2024-12-31 | $977k | 41k | 24.06 |
| 2024-09-30 | $468k | 5.6k | 82.94 |
| 2023-09-30 | $224k | 4.7k | 47.89 |
| 2022-12-31 | $1.0M | 21k | 48.24 |
| 2022-03-31 | $1.4M | 29k | 49.53 |
| 2021-12-31 | $1.3M | 26k | 50.82 |
| 2021-09-30 | $1.4M | 27k | 51.17 |
| 2021-06-30 | $1.3M | 26k | 51.21 |
| 2021-03-31 | $1.2M | 24k | 51.31 |
| 2020-12-31 | $1.2M | 23k | 51.38 |
| 2020-09-30 | $1.2M | 23k | 51.50 |
| 2020-06-30 | $1.2M | 22k | 51.63 |
| 2020-03-31 | $1.1M | 22k | 51.74 |
| 2019-12-31 | $1.1M | 23k | 50.46 |
| 2019-09-30 | $1.1M | 21k | 50.57 |
| 2019-06-30 | $879k | 17k | 50.57 |
| 2019-03-31 | $562k | 11k | 50.16 |
| 2018-12-31 | $523k | 11k | 49.94 |
| 2018-09-30 | $375k | 7.6k | 49.54 |
| 2018-06-30 | $376k | 7.6k | 49.65 |
| 2018-03-31 | $416k | 8.3k | 49.84 |
| 2017-12-31 | $115k | 2.3k | 49.72 |
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