Schwab Strategic Tr sht tm us tres shares owned by Rockbridge Investment Management, LCC
Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Rockbridge Investment Management, LCC
from 13F filings
Historical chart of Rockbridge Investment Management, LCC 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 Rockbridge Investment Management, LCC
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $589k | 12k | 48.98 |
| 2024-06-30 | $579k | 12k | 48.13 |
| 2024-03-31 | $566k | 12k | 48.21 |
| 2023-12-31 | $565k | 12k | 48.45 |
| 2023-09-30 | $511k | 11k | 47.89 |
| 2023-06-30 | $510k | 11k | 48.06 |
| 2023-03-31 | $516k | 11k | 48.79 |
| 2022-12-31 | $546k | 11k | 48.24 |
| 2022-09-30 | $551k | 11k | 48.26 |
| 2022-06-30 | $596k | 12k | 49.19 |
| 2022-03-31 | $1.7M | 35k | 49.40 |
| 2021-12-31 | $1.8M | 35k | 50.85 |
| 2021-09-30 | $1.3M | 25k | 51.20 |
| 2021-06-30 | $1.3M | 25k | 51.23 |
| 2021-03-31 | $1.2M | 24k | 51.32 |
| 2020-12-31 | $944k | 18k | 51.39 |
| 2020-09-30 | $1.5M | 30k | 51.51 |
| 2020-06-30 | $1.6M | 31k | 51.62 |
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