Schwab Strategic Tr sht tm us tres shares owned by True Link Financial Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by True Link Financial Advisors
from 13F filings
Historical chart of True Link Financial Advisors investment in Schwab Strategic Tr sht tm us tres
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All positions including Schwab Strategic Tr sht tm us tres held by True Link Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab Strategic Tr sht tm us tres by True Link Financial Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $910k | 38k | 24.06 |
2024-09-30 | $904k | 18k | 48.98 |
2024-06-30 | $912k | 19k | 48.13 |
2024-03-31 | $1.1M | 23k | 48.21 |
2023-12-31 | $1.0M | 22k | 48.45 |
2023-09-30 | $1.3M | 28k | 47.89 |
2023-06-30 | $765k | 16k | 48.06 |
2023-03-31 | $1.3M | 27k | 48.79 |
2021-12-31 | $36k | 717 | 50.21 |
2021-09-30 | $37k | 717 | 51.60 |
2021-06-30 | $37k | 717 | 51.60 |
2021-03-31 | $37k | 717 | 51.60 |
2020-12-31 | $31k | 601 | 51.58 |
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