Schwab Strategic Tr sht tm us tres shares owned by Morningstar Investment Services
Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Morningstar Investment Services
from 13F filings
Historical chart of Morningstar Investment Services 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 Morningstar Investment Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $2.2M | 46k | 47.89 |
| 2023-06-30 | $2.2M | 47k | 48.09 |
| 2023-03-31 | $2.2M | 46k | 48.71 |
| 2022-12-31 | $2.3M | 47k | 48.33 |
| 2022-09-30 | $2.3M | 47k | 48.24 |
| 2022-06-30 | $2.3M | 48k | 49.09 |
| 2022-03-31 | $2.6M | 52k | 49.53 |
| 2021-12-31 | $2.6M | 51k | 50.85 |
| 2021-09-30 | $3.6M | 69k | 51.18 |
| 2021-06-30 | $3.0M | 59k | 51.22 |
| 2021-03-31 | $2.6M | 50k | 51.33 |
| 2020-12-31 | $2.1M | 41k | 51.38 |
| 2020-09-30 | $1.7M | 34k | 51.53 |
| 2020-06-30 | $1.5M | 29k | 51.61 |
| 2020-03-31 | $1.2M | 23k | 51.72 |
| 2019-12-31 | $921k | 18k | 50.48 |
| 2019-09-30 | $622k | 12k | 50.61 |
| 2019-06-30 | $230k | 4.6k | 50.54 |
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