Schwab Strategic Tr sht tm us tres shares owned by Diversified Trust Company
Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Diversified Trust Company
from 13F filings
Historical chart of Diversified Trust 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 Diversified Trust Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.1M | 89k | 24.06 |
| 2024-09-30 | $2.2M | 46k | 48.98 |
| 2024-06-30 | $2.1M | 45k | 48.13 |
| 2024-03-31 | $2.1M | 43k | 48.21 |
| 2023-12-31 | $1.7M | 36k | 48.45 |
| 2023-09-30 | $1.7M | 36k | 47.89 |
| 2023-06-30 | $1.7M | 36k | 48.06 |
| 2023-03-31 | $1.7M | 35k | 48.79 |
| 2022-12-31 | $2.9M | 60k | 48.25 |
| 2022-09-30 | $3.0M | 62k | 48.26 |
| 2022-06-30 | $3.0M | 62k | 49.19 |
| 2022-03-31 | $3.4M | 69k | 49.54 |
| 2021-12-31 | $3.5M | 69k | 50.86 |
| 2021-09-30 | $3.6M | 71k | 51.19 |
| 2021-06-30 | $3.6M | 71k | 51.22 |
| 2021-03-31 | $3.4M | 66k | 51.31 |
| 2020-12-31 | $2.5M | 48k | 51.39 |
| 2020-09-30 | $2.5M | 49k | 51.49 |
| 2020-06-30 | $625k | 12k | 51.65 |
| 2020-03-31 | $1.3M | 26k | 51.71 |
| 2019-12-31 | $505k | 10k | 50.50 |
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