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Schwab Strategic Tr sht tm us tres shares owned by Southland Equity Partners

Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Southland Equity Partners from 13F filings

Historical chart of Southland Equity Partners 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 Southland Equity Partners 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 Southland Equity Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.8M 79k 48.21
2023-12-31 $3.8M 79k 48.45
2023-09-30 $3.9M 82k 47.89
2023-06-30 $4.0M 82k 48.06
2023-03-31 $3.6M 75k 48.79
2022-12-31 $3.7M 76k 48.24
2022-09-30 $3.6M 74k 48.26
2022-06-30 $4.1M 83k 49.19
2022-03-31 $3.8M 77k 49.54
2021-12-31 $2.3M 45k 50.85
2021-09-30 $1.5M 30k 51.19
2021-06-30 $1.5M 29k 51.22
2021-03-31 $515k 10k 51.31