Schwab Strategic Tr sht tm us tres shares owned by McBroom & Associates
Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by McBroom & Associates
from 13F filings
Historical chart of McBroom & Associates 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 McBroom & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $640k | 26k | 24.40 |
| 2025-06-30 | $990k | 41k | 24.34 |
| 2025-03-31 | $990k | 41k | 24.34 |
| 2024-12-31 | $1.0M | 42k | 24.06 |
| 2024-09-30 | $1.1M | 22k | 48.98 |
| 2024-06-30 | $1.0M | 21k | 48.13 |
| 2024-03-31 | $1.0M | 22k | 48.21 |
| 2023-12-31 | $945k | 20k | 48.45 |
| 2023-09-30 | $1.2M | 25k | 47.89 |
| 2023-06-30 | $1.4M | 29k | 48.06 |
| 2023-03-31 | $1.6M | 33k | 48.79 |
| 2022-12-31 | $2.1M | 43k | 48.24 |
| 2022-09-30 | $2.9M | 59k | 48.26 |
| 2022-06-30 | $3.9M | 79k | 49.18 |
| 2022-03-31 | $4.6M | 93k | 49.54 |
| 2021-12-31 | $5.0M | 98k | 50.85 |
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