Schwab Strategic Tr sht tm us tres shares owned by Retirement Group
Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Retirement Group
from 13F filings
Historical chart of Retirement 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 Retirement Group consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $767k | 16k | 48.21 |
2023-12-31 | $844k | 17k | 48.45 |
2023-09-30 | $854k | 18k | 47.89 |
2023-06-30 | $924k | 19k | 48.06 |
2023-03-31 | $1.1M | 23k | 48.78 |
2022-12-31 | $1.5M | 31k | 48.23 |
2022-09-30 | $1.2M | 25k | 48.24 |
2022-06-30 | $1.2M | 24k | 49.18 |
2022-03-31 | $423k | 8.5k | 49.51 |
2021-12-31 | $376k | 7.4k | 50.82 |
2021-09-30 | $421k | 8.2k | 51.23 |
2021-06-30 | $437k | 8.5k | 51.18 |
2021-03-31 | $382k | 7.4k | 51.35 |
2020-12-31 | $379k | 7.4k | 51.31 |
2020-09-30 | $242k | 4.4k | 55.57 |
2020-06-30 | $275k | 5.3k | 51.61 |
2019-12-31 | $2.3M | 47k | 50.48 |
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