Schwab Strategic Tr sht tm us tres shares owned by Roberts Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Roberts Wealth Advisors
from 13F filings
Historical chart of Roberts Wealth Advisors 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 Roberts Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $670k | 14k | 48.59 |
| 2024-06-30 | $682k | 14k | 48.10 |
| 2024-03-31 | $716k | 15k | 47.86 |
| 2023-12-31 | $2.2M | 15k | 145.56 |
| 2023-09-30 | $719k | 15k | 47.79 |
| 2023-06-30 | $705k | 15k | 48.06 |
| 2023-03-31 | $729k | 15k | 48.80 |
| 2022-12-31 | $722k | 15k | 48.29 |
| 2022-09-30 | $1.4M | 29k | 48.18 |
| 2022-06-30 | $1.5M | 30k | 49.07 |
| 2022-03-31 | $1.5M | 31k | 49.40 |
| 2021-12-31 | $2.7M | 54k | 50.80 |
| 2021-09-30 | $2.4M | 47k | 51.19 |
Top funds holding Schwab Strategic Tr sht tm us tres
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