Schwab Strategic Tr sht tm us tres shares owned by TrinityPoint Wealth
Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by TrinityPoint Wealth
from 13F filings
Historical chart of TrinityPoint Wealth 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 TrinityPoint Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $759k | 16k | 48.45 |
| 2023-09-30 | $804k | 17k | 47.89 |
| 2023-06-30 | $776k | 16k | 48.06 |
| 2023-03-31 | $789k | 16k | 48.79 |
| 2022-12-31 | $748k | 16k | 48.24 |
| 2022-09-30 | $1.0M | 22k | 48.27 |
| 2022-06-30 | $1.0M | 21k | 49.19 |
| 2022-03-31 | $1.2M | 24k | 49.52 |
| 2021-12-31 | $1.2M | 24k | 50.87 |
| 2021-09-30 | $1.8M | 36k | 51.18 |
| 2021-06-30 | $1.9M | 36k | 51.21 |
| 2021-03-31 | $2.2M | 44k | 51.31 |
| 2020-12-31 | $2.3M | 45k | 51.41 |
| 2020-09-30 | $2.7M | 52k | 51.49 |
| 2020-06-30 | $2.4M | 46k | 51.63 |
| 2020-03-31 | $2.0M | 38k | 51.73 |
| 2019-12-31 | $1.1M | 21k | 50.48 |
| 2019-09-30 | $1.0M | 20k | 50.53 |
Top funds holding Schwab Strategic Tr sht tm us tres
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