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Schwab Strategic Tr sht tm us tres shares owned by GeoWealth Management

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

Historical chart of GeoWealth 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 GeoWealth 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 GeoWealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $47 1 47.00
2024-03-31 $47k 1 47000.00
2023-03-31 $954k 20k 48.81
2022-06-30 $216k 4.4k 48.87
2022-03-31 $193k 3.9k 49.27
2021-12-31 $219k 4.3k 50.68
2021-09-30 $294k 5.7k 51.27
2021-06-30 $285k 5.6k 51.18
2019-09-30 $812k 16k 50.58