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Schwab Strategic Tr sht tm us tres shares owned by JFG Wealth Management

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

Historical chart of JFG Wealth 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 JFG Wealth 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 JFG Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.0M 83k 48.45
2022-09-30 $2.2M 45k 48.24
2022-06-30 $313k 6.4k 49.12
2022-03-31 $225k 4.5k 49.61
2021-12-31 $334k 6.6k 50.80
2021-09-30 $383k 7.5k 51.09
2021-06-30 $355k 6.9k 51.24
2020-09-30 $152k 2.9k 51.50
2018-12-31 $267k 5.4k 49.76