Schwab Strategic Tr sht tm us tres shares owned by Smith & Howard Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Smith & Howard Wealth Management
from 13F filings
Historical chart of Smith & Howard Wealth Management 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 Smith & Howard Wealth Management 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 |
---|---|---|---|
2024-09-30 | $223k | 4.6k | 48.98 |
2024-06-30 | $4.3M | 90k | 48.13 |
2024-03-31 | $5.8M | 121k | 48.21 |
2023-12-31 | $5.7M | 118k | 48.45 |
2023-09-30 | $5.2M | 109k | 47.89 |
2023-06-30 | $4.0M | 83k | 48.06 |
2023-03-31 | $4.5M | 91k | 48.79 |
2022-12-31 | $4.6M | 96k | 48.24 |
2022-09-30 | $8.1M | 168k | 48.26 |
2022-06-30 | $6.8M | 139k | 49.19 |
2022-03-31 | $7.3M | 148k | 49.54 |
2021-12-31 | $7.5M | 147k | 50.85 |
2021-09-30 | $12M | 224k | 51.19 |
2021-06-30 | $10M | 203k | 51.22 |
2021-03-31 | $6.9M | 135k | 51.31 |
2020-12-31 | $6.9M | 135k | 51.39 |
2020-09-30 | $6.6M | 127k | 51.50 |
2020-06-30 | $5.9M | 113k | 51.63 |
2020-03-31 | $7.5M | 145k | 51.73 |
2019-12-31 | $6.5M | 128k | 50.48 |
2019-09-30 | $5.5M | 108k | 50.59 |
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