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Schwab Strategic Tr sht tm us tres shares owned by Gradient Investments

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

Historical chart of Gradient Investments 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 Gradient Investments 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 Gradient Investments

Quarter filed Position value Share count Share price at filing
2026-06-30 $435k 18k 24.14
2024-06-30 $432 9 48.11
2024-03-31 $12k 255 48.26
2023-12-31 $4.9k 100 48.58
2023-09-30 $2.6k 54 48.13
2023-06-30 $2.6k 54 48.30
2023-03-31 $7.9k 162 48.87
2022-12-31 $5.2k 108 48.36
2022-09-30 $4.0k 78 51.28
2022-06-30 $0 0 0.00
2020-06-30 $32k 625 51.20
2020-03-31 $32k 625 51.20
2019-12-31 $32k 625 51.20
2019-09-30 $32k 625 51.20
2019-06-30 $32k 625 51.20
2019-03-31 $31k 625 49.60
2018-12-31 $46k 925 49.73