Schwab Strategic Tr sht tm us tres shares owned by Kestra Private Wealth Services
Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Kestra Private Wealth Services
from 13F filings
Historical chart of Kestra Private Wealth Services 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 Kestra Private Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.7M | 76k | 48.98 |
| 2024-06-30 | $3.5M | 72k | 48.13 |
| 2024-03-31 | $3.4M | 70k | 48.21 |
| 2023-12-31 | $2.7M | 55k | 48.45 |
| 2023-09-30 | $1.2M | 25k | 47.89 |
| 2023-06-30 | $260k | 5.4k | 48.06 |
| 2023-03-31 | $251k | 5.1k | 48.79 |
| 2022-12-31 | $331k | 6.9k | 48.24 |
| 2021-12-31 | $267k | 5.3k | 50.78 |
| 2021-09-30 | $246k | 4.8k | 51.21 |
| 2021-06-30 | $384k | 7.5k | 51.27 |
| 2021-03-31 | $351k | 6.8k | 51.26 |
| 2020-12-31 | $364k | 7.1k | 51.38 |
More positions owned by Kestra Private Wealth Services
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