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Schwab Strategic Tr sht tm us tres shares owned by Focused Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Focused Wealth Management from 13F filings

Historical chart of Focused Wealth Management 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 Focused Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr sht tm us tres by Focused Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $487k 10k 48.45
2023-09-30 $475k 9.9k 47.89
2023-06-30 $476k 9.9k 48.06
2023-03-31 $484k 9.9k 48.79
2022-12-31 $478k 9.9k 48.24
2022-09-30 $478k 9.9k 48.23
2022-06-30 $487k 9.9k 49.14
2022-03-31 $491k 9.9k 49.55
2021-12-31 $504k 9.9k 50.86
2021-09-30 $507k 9.9k 51.16
2021-06-30 $508k 9.9k 51.26
2021-03-31 $508k 9.9k 51.26
2020-12-31 $509k 9.9k 51.36
2020-09-30 $510k 9.9k 51.46
2020-06-30 $512k 9.9k 51.67
2020-03-31 $513k 9.9k 51.77
2019-12-31 $500k 9.9k 50.45
2018-12-31 $547k 11k 49.89