Schwab Strategic Tr sht tm us tres shares owned by National Wealth Management Group
Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by National Wealth Management Group
from 13F filings
Historical chart of National Wealth Management Group 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 National Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.8M | 97k | 48.98 |
| 2024-06-30 | $4.4M | 91k | 48.13 |
| 2024-03-31 | $4.4M | 92k | 48.21 |
| 2023-12-31 | $1.2M | 24k | 48.45 |
| 2023-09-30 | $586k | 12k | 47.89 |
| 2023-06-30 | $508k | 11k | 48.00 |
| 2023-03-31 | $465k | 9.5k | 48.74 |
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