Schwab Strategic Tr sht tm us tres shares owned by Forza Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Forza Wealth Management
from 13F filings
Historical chart of Forza 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 Forza Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab Strategic Tr sht tm us tres by Forza Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $4.8M | 99k | 48.98 |
2024-06-30 | $4.8M | 99k | 48.13 |
2024-03-31 | $4.8M | 99k | 48.21 |
2023-12-31 | $4.8M | 99k | 48.45 |
2023-09-30 | $4.7M | 99k | 47.89 |
2023-06-30 | $4.8M | 99k | 48.06 |
2023-03-31 | $4.8M | 99k | 48.79 |
2022-12-31 | $4.8M | 99k | 48.24 |
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