Schwab Strategic Tr sht tm us tres shares owned by FirstPurpose Wealth
Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by FirstPurpose Wealth
from 13F filings
Historical chart of FirstPurpose Wealth 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 FirstPurpose Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $558k | 12k | 47.81 |
| 2023-12-31 | $654k | 14k | 48.45 |
| 2023-09-30 | $805k | 17k | 47.89 |
| 2023-06-30 | $903k | 19k | 48.06 |
| 2023-03-31 | $498k | 10k | 48.79 |
| 2022-12-31 | $381k | 7.9k | 48.24 |
| 2022-09-30 | $510k | 11k | 48.23 |
| 2022-06-30 | $530k | 11k | 49.18 |
| 2022-03-31 | $705k | 14k | 49.52 |
| 2021-12-31 | $467k | 9.2k | 50.84 |
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