Schwab Strategic Tr sht tm us tres shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource Wealth Advisors investment in Schwab Strategic Tr sht tm us tres
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr sht tm us tres held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab Strategic Tr sht tm us tres by EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.0M | 21k | 48.98 |
| 2024-06-30 | $1.2M | 24k | 48.52 |
| 2024-03-31 | $833k | 17k | 47.85 |
| 2023-12-31 | $840k | 17k | 48.45 |
| 2023-09-30 | $552k | 12k | 47.89 |
| 2023-06-30 | $501k | 10k | 48.06 |
| 2023-03-31 | $441k | 9.0k | 48.79 |
| 2022-12-31 | $298k | 6.2k | 48.24 |
| 2022-09-30 | $108k | 2.2k | 48.17 |
More positions owned by EverSource Wealth Advisors
View all positions for EverSource Wealth Advisors
Top funds holding Schwab Strategic Tr sht tm us tres
View all funds holding Schwab Strategic Tr sht tm us tres