Schwab Strategic Tr sht tm us tres shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management 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 Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-03-31 | $755k | 16k | 48.24 |
| 2022-12-31 | $755k | 16k | 48.24 |
| 2022-09-30 | $755k | 16k | 48.24 |
| 2022-06-30 | $789k | 16k | 49.16 |
| 2022-03-31 | $1.1M | 23k | 49.56 |
| 2021-12-31 | $2.7M | 53k | 50.84 |
| 2021-09-30 | $2.8M | 54k | 51.19 |
| 2021-06-30 | $2.7M | 52k | 51.23 |
| 2021-03-31 | $1.7M | 33k | 51.31 |
| 2020-12-31 | $1.7M | 34k | 51.40 |
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