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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

Tip: Access up to 7 years of quarterly data

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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Quarterly reported holdings in Schwab Strategic Tr sht tm us tres by Smith & Howard Wealth Management

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