Schwab Strategic Tr sht tm us tres shares owned by Great Valley Advisor Group
Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Great Valley Advisor Group
from 13F filings
Historical chart of Great Valley Advisor Group 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 Great Valley Advisor Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.5M | 32k | 48.46 |
| 2023-09-30 | $5.6M | 116k | 47.89 |
| 2023-06-30 | $4.4M | 92k | 48.07 |
| 2023-03-31 | $4.6M | 93k | 48.79 |
| 2022-12-31 | $5.2M | 107k | 48.24 |
| 2022-09-30 | $4.9M | 102k | 48.26 |
| 2022-06-30 | $3.4M | 69k | 49.19 |
| 2022-03-31 | $2.3M | 45k | 50.85 |
| 2021-12-31 | $2.2M | 42k | 51.20 |
| 2021-09-30 | $2.2M | 42k | 51.20 |
| 2021-06-30 | $2.0M | 40k | 51.32 |
| 2021-03-31 | $2.0M | 40k | 51.32 |
| 2020-12-31 | $2.0M | 38k | 51.40 |
| 2020-09-30 | $2.0M | 39k | 51.48 |
| 2020-06-30 | $1.6M | 32k | 51.59 |
| 2020-03-31 | $1.6M | 30k | 51.67 |
| 2019-12-31 | $1.6M | 32k | 50.46 |
| 2019-09-30 | $1.6M | 32k | 50.55 |
| 2019-06-30 | $1.6M | 33k | 50.42 |
| 2019-03-31 | $1.5M | 29k | 49.91 |
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