Schwab Strategic Tr sht tm us tres shares owned by Resource Planning Group
Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Resource Planning Group
from 13F filings
Historical chart of Resource Planning 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 Resource Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $4.0M | 82k | 48.45 |
| 2023-09-30 | $4.9M | 102k | 47.89 |
| 2023-06-30 | $4.9M | 102k | 48.06 |
| 2023-03-31 | $5.1M | 105k | 48.79 |
| 2022-12-31 | $5.3M | 109k | 48.24 |
| 2022-09-30 | $210k | 4.3k | 48.35 |
| 2022-06-30 | $325k | 6.6k | 49.15 |
| 2022-03-31 | $743k | 15k | 49.57 |
| 2021-12-31 | $912k | 18k | 50.86 |
| 2021-09-30 | $921k | 18k | 51.19 |
| 2021-06-30 | $714k | 14k | 51.23 |
| 2021-03-31 | $712k | 14k | 51.27 |
| 2020-12-31 | $760k | 15k | 51.37 |
| 2020-09-30 | $721k | 14k | 51.48 |
| 2020-06-30 | $1.4M | 27k | 51.63 |
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