Schwab Strategic Tr sht tm us tres shares owned by D.B. Root & Company
Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by D.B. Root & Company
from 13F filings
Historical chart of D.B. Root & Company 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 D.B. Root & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.4M | 59k | 24.06 |
| 2024-09-30 | $1.7M | 34k | 48.98 |
| 2024-06-30 | $1.5M | 30k | 48.13 |
| 2024-03-31 | $2.3M | 47k | 48.21 |
| 2023-12-31 | $3.0M | 62k | 48.45 |
| 2023-09-30 | $4.2M | 88k | 47.89 |
| 2023-06-30 | $4.9M | 103k | 48.06 |
| 2023-03-31 | $5.9M | 122k | 48.79 |
| 2022-12-31 | $5.6M | 116k | 48.24 |
| 2022-09-30 | $4.8M | 99k | 48.26 |
| 2022-06-30 | $4.1M | 84k | 49.18 |
| 2022-03-31 | $4.0M | 80k | 49.53 |
| 2021-12-31 | $4.4M | 86k | 50.85 |
| 2021-09-30 | $6.0M | 117k | 51.18 |
| 2021-06-30 | $7.0M | 137k | 51.22 |
| 2021-03-31 | $7.5M | 147k | 51.31 |
| 2020-12-31 | $10M | 200k | 51.39 |
| 2020-09-30 | $14M | 274k | 51.50 |
| 2020-06-30 | $14M | 280k | 51.63 |
| 2020-03-31 | $13M | 251k | 51.73 |
| 2019-12-31 | $13M | 260k | 50.48 |
| 2019-09-30 | $14M | 285k | 50.59 |
| 2019-06-30 | $15M | 302k | 50.59 |
| 2019-03-31 | $11M | 226k | 50.19 |
| 2018-12-31 | $507k | 10k | 49.60 |
| 2018-09-30 | $507k | 10k | 49.60 |
| 2018-06-30 | $468k | 9.4k | 49.71 |
| 2018-03-31 | $339k | 6.8k | 49.87 |
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