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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

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

Quarter filed Position value Share count Share price at filing
2024-03-31 $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