Schwab Strategic Tr sht tm us tres shares owned by Lifeworks Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Lifeworks Advisors
from 13F filings
Historical chart of Lifeworks Advisors 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 Lifeworks Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.6M | 52k | 48.98 |
| 2024-06-30 | $2.3M | 47k | 48.13 |
| 2024-03-31 | $2.1M | 44k | 48.21 |
| 2023-12-31 | $2.2M | 45k | 48.45 |
| 2023-09-30 | $2.3M | 47k | 47.89 |
| 2023-06-30 | $2.3M | 49k | 48.06 |
| 2023-03-31 | $2.3M | 48k | 48.79 |
| 2022-12-31 | $2.3M | 47k | 48.24 |
| 2022-09-30 | $3.6M | 75k | 48.15 |
| 2022-06-30 | $3.3M | 68k | 49.19 |
| 2022-03-31 | $3.4M | 68k | 49.55 |
| 2021-12-31 | $4.9M | 97k | 50.85 |
Top funds holding Schwab Strategic Tr sht tm us tres
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