Schwab Strategic Tr sht tm us tres shares owned by Private Advisor
Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Private Advisor
from 13F filings
Historical chart of Private Advisor 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 Private Advisor
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.8M | 58k | 48.21 |
| 2023-12-31 | $4.8M | 99k | 48.45 |
| 2023-09-30 | $5.1M | 107k | 47.89 |
| 2023-06-30 | $4.7M | 98k | 48.06 |
| 2023-03-31 | $4.2M | 87k | 48.79 |
| 2022-12-31 | $2.2M | 112k | 20.01 |
| 2022-09-30 | $5.4M | 112k | 48.26 |
| 2022-06-30 | $6.0M | 123k | 49.19 |
| 2022-03-31 | $6.6M | 130k | 50.85 |
| 2021-12-31 | $6.6M | 130k | 50.85 |
| 2021-09-30 | $9.2M | 180k | 51.19 |
| 2021-06-30 | $6.1M | 120k | 51.22 |
| 2021-03-31 | $5.4M | 106k | 51.31 |
| 2020-12-31 | $5.2M | 102k | 51.39 |
| 2020-09-30 | $1.7M | 32k | 51.50 |
| 2020-06-30 | $310k | 6.0k | 51.68 |
| 2019-12-31 | $222k | 4.4k | 50.49 |
| 2019-09-30 | $718k | 14k | 50.60 |
| 2019-06-30 | $407k | 8.0k | 50.60 |
| 2019-03-31 | $2.0M | 40k | 50.17 |
| 2018-12-31 | $1.0M | 21k | 49.92 |
| 2018-09-30 | $447k | 9.0k | 49.55 |
| 2018-06-30 | $383k | 7.7k | 49.66 |
| 2017-12-31 | $250k | 5.0k | 50.00 |
| 2017-09-30 | $302k | 6.0k | 50.33 |
| 2017-06-30 | $302k | 6.0k | 50.33 |
| 2017-03-31 | $303k | 6.0k | 50.50 |
| 2016-12-31 | $303k | 6.0k | 50.50 |
| 2016-09-30 | $565k | 11k | 50.68 |
| 2016-06-30 | $568k | 11k | 50.95 |
| 2016-03-31 | $522k | 10k | 50.77 |
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