Schwab Strategic Tr sht tm us tres shares owned by PBWM Holdings
Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by PBWM Holdings
from 13F filings
Historical chart of PBWM Holdings 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 PBWM Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-03-31 | $1.0M | 21k | 48.79 |
| 2022-12-31 | $1.0M | 21k | 48.25 |
| 2022-09-30 | $1.3M | 27k | 48.25 |
| 2022-06-30 | $1.3M | 27k | 49.18 |
| 2022-03-31 | $17M | 336k | 49.54 |
| 2021-12-31 | $23M | 456k | 50.85 |
| 2021-09-30 | $23M | 451k | 51.19 |
| 2021-06-30 | $24M | 475k | 51.22 |
| 2021-03-31 | $27M | 516k | 51.31 |
| 2020-12-31 | $25M | 483k | 51.39 |
| 2020-09-30 | $24M | 469k | 51.50 |
| 2020-06-30 | $25M | 474k | 51.63 |
| 2020-03-31 | $28M | 533k | 51.73 |
| 2019-12-31 | $23M | 450k | 50.48 |
| 2019-09-30 | $22M | 427k | 50.59 |
| 2019-06-30 | $21M | 405k | 50.59 |
| 2019-03-31 | $9.9M | 197k | 50.19 |
| 2018-12-31 | $12M | 238k | 49.91 |
| 2018-09-30 | $5.2M | 106k | 49.57 |
| 2018-06-30 | $4.1M | 82k | 49.75 |
| 2018-03-31 | $1.8M | 36k | 49.84 |
| 2017-12-31 | $1.7M | 34k | 50.03 |
| 2017-09-30 | $2.4M | 48k | 50.40 |
| 2017-06-30 | $1.6M | 32k | 50.42 |
| 2017-03-31 | $1.2M | 25k | 50.46 |
| 2016-12-31 | $654k | 13k | 50.41 |
| 2016-09-30 | $496k | 9.8k | 50.78 |
| 2016-06-30 | $614k | 12k | 50.98 |
| 2016-03-31 | $598k | 12k | 50.82 |
| 2015-12-31 | $357k | 7.1k | 50.49 |
| 2015-09-30 | $347k | 6.8k | 50.80 |
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