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Schwab Strategic Tr sht tm us tres shares owned by Gateway Wealth Partners

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

Historical chart of Gateway Wealth Partners 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 Gateway Wealth Partners 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 Gateway Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $729k 30k 24.40
2025-06-30 $891k 37k 24.38
2025-03-31 $644k 26k 24.34
2024-12-31 $574k 24k 24.06
2024-09-30 $1.1M 23k 48.98
2024-06-30 $1.3M 27k 48.13
2024-03-31 $240k 5.0k 48.21
2023-09-30 $223k 4.7k 47.88