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Schwab Strategic Tr sht tm us tres shares owned by Northeast Financial Group

Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Northeast Financial Group from 13F filings

Historical chart of Northeast Financial Group investment in Schwab Strategic Tr sht tm us tres

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All positions including Schwab Strategic Tr sht tm us tres held by Northeast Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr sht tm us tres by Northeast Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $11M 229k 48.98
2024-06-30 $18M 372k 48.13
2024-03-31 $17M 345k 48.21
2023-12-31 $15M 301k 48.45
2023-09-30 $18M 365k 47.89
2023-06-30 $16M 340k 48.06
2023-03-31 $14M 285k 48.61
2022-12-31 $13M 273k 48.24
2022-09-30 $10M 216k 48.26
2022-06-30 $14M 290k 49.19
2021-09-30 $4.3M 83k 51.19
2021-06-30 $9.0M 175k 51.22
2021-03-31 $8.3M 162k 51.31
2020-12-31 $5.7M 111k 51.39