Schwab Strategic Tr sht tm us tres shares owned by Roundview Capital
Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Roundview Capital
from 13F filings
Historical chart of Roundview Capital investment in Schwab Strategic Tr sht tm us tres
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr sht tm us tres held by Roundview Capital consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab Strategic Tr sht tm us tres by Roundview Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $9.2M | 192k | 48.13 |
| 2024-03-31 | $9.5M | 196k | 48.21 |
| 2023-12-31 | $10M | 209k | 48.45 |
| 2023-09-30 | $16M | 335k | 47.89 |
| 2023-06-30 | $16M | 332k | 48.06 |
| 2023-03-31 | $17M | 339k | 48.79 |
| 2022-12-31 | $15M | 300k | 48.24 |
| 2022-09-30 | $16M | 331k | 48.26 |
| 2022-06-30 | $19M | 386k | 49.19 |
| 2022-03-31 | $19M | 390k | 49.54 |
| 2021-12-31 | $21M | 414k | 50.85 |
| 2021-09-30 | $21M | 410k | 51.19 |
| 2021-06-30 | $21M | 408k | 51.22 |
| 2021-03-31 | $20M | 395k | 51.31 |
| 2020-12-31 | $19M | 377k | 51.39 |
| 2020-09-30 | $19M | 362k | 51.50 |
| 2020-06-30 | $19M | 367k | 51.63 |
| 2020-03-31 | $18M | 355k | 51.73 |
| 2019-12-31 | $16M | 315k | 50.48 |
| 2019-09-30 | $14M | 267k | 50.59 |
| 2019-06-30 | $12M | 245k | 50.59 |
| 2019-03-31 | $11M | 212k | 50.19 |
| 2018-12-31 | $2.7M | 54k | 49.91 |
| 2018-09-30 | $1.7M | 34k | 49.57 |
| 2018-06-30 | $1.2M | 24k | 49.72 |
| 2018-03-31 | $630k | 13k | 49.87 |
Top funds holding Schwab Strategic Tr sht tm us tres
View all funds holding Schwab Strategic Tr sht tm us tres