Schwab Strategic Tr sht tm us tres shares owned by Pensionmark Financial Group
Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Pensionmark Financial Group
from 13F filings
Historical chart of Pensionmark Financial 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 Pensionmark Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $17M | 347k | 48.98 |
| 2024-06-30 | $17M | 343k | 48.13 |
| 2023-12-31 | $11M | 226k | 48.45 |
| 2023-09-30 | $12M | 246k | 47.89 |
| 2023-06-30 | $12M | 249k | 48.06 |
| 2023-03-31 | $13M | 264k | 48.79 |
| 2022-12-31 | $12M | 258k | 48.24 |
| 2022-09-30 | $11M | 231k | 48.26 |
| 2022-06-30 | $12M | 236k | 49.20 |
| 2022-03-31 | $11M | 214k | 49.54 |
| 2021-12-31 | $12M | 235k | 50.04 |
| 2021-09-30 | $12M | 239k | 51.19 |
| 2021-06-30 | $13M | 252k | 51.22 |
| 2021-03-31 | $13M | 253k | 51.30 |
| 2020-12-31 | $11M | 219k | 51.37 |
| 2020-09-30 | $7.5M | 145k | 51.50 |
| 2020-06-30 | $7.2M | 140k | 51.53 |
| 2020-03-31 | $6.3M | 122k | 51.73 |
| 2019-12-31 | $7.0M | 139k | 50.48 |
| 2019-09-30 | $6.7M | 132k | 50.59 |
| 2019-06-30 | $6.1M | 121k | 50.61 |
| 2019-03-31 | $5.4M | 108k | 50.19 |
| 2018-12-31 | $5.6M | 111k | 49.92 |
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