Schwab Strategic Tr sht tm us tres shares owned by Evensky & Katz
Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Evensky & Katz
from 13F filings
Historical chart of Evensky & Katz 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 Evensky & Katz
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.4M | 262k | 24.40 |
| 2025-06-30 | $6.5M | 268k | 24.38 |
| 2025-03-31 | $7.2M | 296k | 24.34 |
| 2024-12-31 | $8.5M | 355k | 24.06 |
| 2024-09-30 | $9.2M | 188k | 48.98 |
| 2024-06-30 | $9.7M | 202k | 48.13 |
| 2024-03-31 | $11M | 220k | 48.21 |
| 2023-12-31 | $13M | 258k | 48.45 |
| 2023-09-30 | $20M | 419k | 47.89 |
| 2023-06-30 | $35M | 727k | 48.06 |
| 2023-03-31 | $30M | 609k | 48.79 |
| 2022-12-31 | $21M | 435k | 48.24 |
| 2022-09-30 | $15M | 309k | 48.26 |
| 2022-06-30 | $6.2M | 126k | 49.19 |
| 2020-09-30 | $8.0k | 151 | 52.98 |
| 2020-06-30 | $13k | 251 | 51.79 |
| 2020-03-31 | $123k | 2.4k | 51.70 |
| 2019-12-31 | $419k | 8.3k | 50.42 |
| 2019-09-30 | $202k | 4.0k | 50.70 |
| 2019-06-30 | $87k | 1.7k | 50.91 |
| 2019-03-31 | $499k | 10k | 50.15 |
| 2018-12-31 | $208k | 4.2k | 49.80 |
| 2018-09-30 | $483k | 9.8k | 49.54 |
| 2018-06-30 | $164k | 3.3k | 49.64 |
| 2018-03-31 | $306k | 6.2k | 49.74 |
| 2017-12-31 | $491k | 9.8k | 50.03 |
| 2017-09-30 | $1.1M | 22k | 50.38 |
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