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Schwab Strategic Tr sht tm us tres shares owned by Tradition Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by Tradition Wealth Management from 13F filings

Historical chart of Tradition 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 Tradition 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 Tradition Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $11M 221k 48.45
2023-09-30 $1.1M 23k 47.89
2023-06-30 $3.4M 72k 48.05
2023-03-31 $7.7M 158k 48.79
2022-12-31 $7.3M 151k 48.24
2022-09-30 $7.1M 148k 48.26
2022-06-30 $6.9M 139k 49.19
2022-03-31 $4.8M 98k 49.54
2021-12-31 $3.4M 67k 50.85
2021-09-30 $3.6M 71k 51.19
2021-06-30 $3.4M 66k 51.22
2021-03-31 $4.3M 84k 51.31
2020-12-31 $3.2M 62k 51.39