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Schwab Strategic Tr sht tm us tres shares owned by HPM Partners

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

Historical chart of HPM 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 HPM 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 HPM Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $68M 2.8M 24.40
2025-06-30 $80M 3.3M 24.38
2025-03-31 $1.5M 62k 24.34
2024-12-31 $1.4M 60k 24.06
2024-09-30 $303k 6.2k 48.98
2024-06-30 $291k 6.0k 48.13
2024-03-31 $288k 6.0k 48.21
2023-12-31 $309k 6.4k 48.45
2023-03-31 $1.3M 5.6k 229.18
2022-03-31 $1.1M 23k 49.53
2021-12-31 $1.6M 31k 50.83
2021-09-30 $2.5M 49k 51.18
2021-06-30 $2.6M 51k 51.23
2021-03-31 $2.7M 52k 51.31
2020-12-31 $3.0M 58k 51.39