Schwab Strategic Tr sht tm us tres shares owned by Successful Portfolios
Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Successful Portfolios
from 13F filings
Historical chart of Successful Portfolios 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 Successful Portfolios
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $5.1M | 107k | 48.21 |
| 2023-12-31 | $5.1M | 105k | 48.45 |
| 2023-09-30 | $6.0M | 125k | 47.89 |
| 2023-06-30 | $6.6M | 137k | 48.06 |
| 2023-03-31 | $8.6M | 176k | 48.79 |
| 2022-12-31 | $9.0M | 187k | 48.24 |
| 2022-09-30 | $9.0M | 186k | 48.26 |
| 2022-06-30 | $11M | 213k | 49.19 |
| 2022-03-31 | $8.9M | 180k | 49.54 |
| 2021-12-31 | $8.1M | 160k | 50.85 |
| 2021-09-30 | $6.9M | 135k | 51.19 |
| 2021-06-30 | $6.7M | 131k | 51.22 |
| 2021-03-31 | $6.6M | 128k | 51.31 |
| 2020-12-31 | $6.4M | 124k | 51.39 |
| 2020-09-30 | $6.3M | 122k | 51.50 |
| 2020-06-30 | $6.0M | 116k | 51.63 |
| 2020-03-31 | $6.3M | 121k | 51.73 |
| 2019-12-31 | $5.4M | 107k | 50.48 |
| 2019-09-30 | $4.7M | 92k | 50.59 |
| 2019-06-30 | $4.3M | 84k | 50.59 |
| 2019-03-31 | $4.1M | 81k | 50.19 |
| 2018-12-31 | $3.2M | 65k | 49.91 |
| 2018-09-30 | $2.7M | 54k | 49.56 |
| 2018-06-30 | $2.8M | 56k | 49.74 |
| 2018-03-31 | $2.4M | 48k | 49.83 |
| 2017-12-31 | $2.0M | 40k | 50.04 |
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Top funds holding Schwab Strategic Tr sht tm us tres
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