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

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

Historical chart of Ledge 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 Ledge 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 Ledge Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.5M 52k 48.45
2023-09-30 $2.4M 50k 47.89
2023-06-30 $2.2M 45k 48.06
2023-03-31 $2.2M 45k 48.79
2022-12-31 $2.7M 55k 48.23
2022-09-30 $2.0M 41k 48.26
2022-06-30 $3.1M 63k 49.19
2022-03-31 $2.2M 44k 49.53