Schwab Strategic Tr sht tm us tres shares owned by Coastal Investment Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Coastal Investment Advisors
from 13F filings
Historical chart of Coastal Investment Advisors 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 Coastal Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $292k | 6.1k | 48.21 |
| 2023-12-31 | $293k | 6.0k | 48.45 |
| 2023-09-30 | $530k | 11k | 48.06 |
| 2023-06-30 | $530k | 11k | 48.06 |
| 2023-03-31 | $546k | 11k | 48.79 |
| 2022-12-31 | $539k | 11k | 48.24 |
| 2022-09-30 | $551k | 11k | 48.25 |
| 2022-06-30 | $592k | 12k | 49.28 |
| 2022-03-31 | $658k | 13k | 49.52 |
| 2021-12-31 | $717k | 14k | 50.83 |
| 2021-09-30 | $833k | 16k | 51.17 |
| 2021-06-30 | $862k | 17k | 51.23 |
| 2021-03-31 | $1.0M | 20k | 51.31 |
| 2020-12-31 | $1.1M | 21k | 51.39 |
| 2020-09-30 | $987k | 19k | 51.50 |
| 2020-06-30 | $310k | 6.0k | 51.57 |
| 2020-03-31 | $328k | 6.3k | 51.78 |
| 2019-12-31 | $306k | 6.3k | 48.78 |
| 2019-09-30 | $455k | 9.0k | 50.69 |
| 2019-06-30 | $491k | 9.5k | 51.76 |
| 2019-03-31 | $468k | 9.5k | 49.41 |
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