Schwab Strategic Tr sht tm us tres shares owned by Graves-Light Private Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Graves-Light Private Wealth Management
from 13F filings
Historical chart of Graves-Light Private Wealth Management investment in Schwab Strategic Tr sht tm us tres
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Quarterly reported holdings in Schwab Strategic Tr sht tm us tres by Graves-Light Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $308k | 13k | 24.06 |
| 2024-06-30 | $288k | 6.0k | 47.93 |
| 2024-03-31 | $291k | 6.0k | 48.21 |
| 2022-09-30 | $548k | 11k | 48.25 |
| 2022-06-30 | $559k | 11k | 49.22 |
| 2022-03-31 | $635k | 13k | 49.55 |
| 2021-12-31 | $655k | 13k | 50.83 |
| 2021-09-30 | $660k | 13k | 51.22 |
| 2021-06-30 | $666k | 13k | 51.23 |
| 2021-03-31 | $667k | 13k | 51.31 |
| 2020-12-31 | $699k | 14k | 51.40 |
| 2020-09-30 | $700k | 14k | 51.47 |
| 2020-06-30 | $702k | 14k | 51.62 |
| 2020-03-31 | $704k | 14k | 51.76 |
| 2019-12-31 | $687k | 14k | 50.51 |
| 2019-09-30 | $689k | 14k | 50.66 |
| 2019-06-30 | $688k | 14k | 50.59 |
More positions owned by Graves-Light Private Wealth Management
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