Schwab Strategic Tr sht tm us tres shares owned by Live Oak Private Wealth
Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Live Oak Private Wealth
from 13F filings
Historical chart of Live Oak Private Wealth 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 Live Oak Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $578k | 12k | 48.98 |
| 2024-06-30 | $570k | 12k | 48.13 |
| 2024-03-31 | $570k | 12k | 48.21 |
| 2023-12-31 | $577k | 12k | 48.45 |
| 2023-09-30 | $572k | 12k | 47.89 |
| 2023-06-30 | $485k | 10k | 48.06 |
| 2023-03-31 | $473k | 9.7k | 48.79 |
| 2022-12-31 | $519k | 11k | 48.24 |
| 2022-09-30 | $547k | 11k | 48.23 |
| 2022-06-30 | $628k | 13k | 49.21 |
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