Schwab Strategic Tr sht tm us tres shares owned by Capital Asset Advisory Services
Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Capital Asset Advisory Services
from 13F filings
Historical chart of Capital Asset Advisory Services 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 Capital Asset Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $448k | 9.3k | 47.99 |
| 2023-12-31 | $493k | 10k | 48.45 |
| 2023-09-30 | $487k | 10k | 47.85 |
| 2023-06-30 | $519k | 11k | 48.08 |
| 2023-03-31 | $571k | 12k | 48.79 |
| 2022-12-31 | $615k | 13k | 48.24 |
| 2022-06-30 | $599k | 12k | 49.20 |
| 2022-03-31 | $603k | 12k | 49.53 |
| 2021-12-31 | $43k | 845 | 50.89 |
| 2021-09-30 | $190k | 3.7k | 51.20 |
| 2021-06-30 | $209k | 4.1k | 51.31 |
| 2021-03-31 | $205k | 4.0k | 51.34 |
| 2020-12-31 | $245k | 4.8k | 51.33 |
| 2020-09-30 | $225k | 4.4k | 51.39 |
| 2020-06-30 | $110k | 2.1k | 51.52 |
| 2020-03-31 | $4.2M | 80k | 51.66 |
| 2019-12-31 | $5.6M | 110k | 50.61 |
More positions owned by Capital Asset Advisory Services
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