Schwab Strategic Tr sht tm us tres shares owned by Carlton, Hoffferkamp & Jenks Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Carlton, Hoffferkamp & Jenks Wealth Management
from 13F filings
Historical chart of Carlton, Hoffferkamp & Jenks Wealth Management 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 Carlton, Hoffferkamp & Jenks Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.4M | 222k | 24.18 |
| 2024-06-30 | $5.2M | 108k | 48.43 |
| 2024-03-31 | $5.2M | 109k | 47.88 |
| 2023-12-31 | $5.1M | 105k | 48.43 |
| 2023-09-30 | $5.5M | 115k | 47.81 |
| 2023-06-30 | $5.8M | 120k | 47.99 |
| 2023-03-31 | $5.8M | 119k | 48.79 |
| 2022-12-31 | $5.9M | 122k | 48.57 |
| 2022-09-30 | $6.0M | 124k | 48.07 |
| 2022-06-30 | $6.6M | 134k | 49.07 |
| 2022-03-31 | $6.3M | 127k | 49.36 |
| 2021-12-31 | $6.3M | 124k | 50.61 |
| 2021-09-30 | $5.7M | 111k | 51.03 |
| 2021-06-30 | $5.8M | 113k | 51.24 |
| 2021-03-31 | $7.0M | 136k | 51.29 |
| 2020-12-31 | $7.1M | 138k | 51.39 |
| 2020-09-30 | $7.3M | 141k | 51.37 |
| 2020-06-30 | $7.5M | 146k | 51.62 |
| 2020-03-31 | $7.7M | 149k | 51.68 |
| 2019-12-31 | $7.7M | 151k | 50.68 |
| 2019-09-30 | $7.7M | 153k | 50.60 |
| 2019-06-30 | $7.3M | 145k | 50.47 |
| 2019-03-31 | $7.2M | 144k | 50.19 |
| 2018-12-31 | $8.1M | 162k | 49.91 |
| 2018-09-30 | $8.2M | 165k | 49.56 |
| 2018-06-30 | $8.4M | 169k | 49.70 |
| 2018-03-31 | $8.6M | 173k | 49.82 |
| 2017-12-31 | $7.9M | 157k | 50.03 |
| 2017-09-30 | $8.0M | 159k | 50.40 |
| 2017-06-30 | $8.1M | 161k | 50.42 |
| 2017-03-31 | $8.1M | 161k | 50.46 |
| 2016-12-31 | $8.1M | 160k | 50.42 |
| 2016-09-30 | $7.0M | 138k | 50.79 |
| 2016-06-30 | $6.9M | 136k | 50.96 |
| 2016-03-31 | $7.1M | 140k | 50.80 |
| 2015-12-31 | $7.3M | 144k | 50.49 |
| 2015-09-30 | $6.8M | 135k | 50.80 |
| 2015-06-30 | $7.0M | 138k | 50.66 |
| 2015-03-31 | $6.8M | 134k | 50.74 |
| 2014-12-31 | $6.7M | 133k | 50.57 |
| 2014-09-30 | $6.4M | 126k | 50.61 |
| 2014-06-30 | $6.1M | 121k | 50.61 |
| 2014-03-31 | $5.9M | 116k | 50.55 |
| 2013-12-31 | $5.6M | 110k | 50.55 |
| 2013-09-30 | $4.4M | 88k | 50.53 |
| 2013-06-30 | $3.6M | 71k | 50.46 |
| 2013-03-31 | $3.4M | 67k | 50.53 |
| 2012-12-31 | $2.5M | 49k | 50.49 |
| 2012-09-30 | $2.4M | 48k | 50.52 |
| 2012-06-30 | $1.6M | 31k | 50.43 |
| 2012-03-31 | $493k | 9.8k | 50.37 |
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