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Schwab Strategic Tr sht tm us tres shares owned by WBI Investments

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

Historical chart of WBI Investments 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 WBI Investments 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 WBI Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $397k 16k 24.40
2025-06-30 $397k 16k 24.38
2025-03-31 $447k 18k 24.34
2023-12-31 $1.8M 38k 48.45
2023-09-30 $1.9M 39k 47.89
2023-06-30 $1.8M 38k 48.06
2023-03-31 $1.9M 38k 48.79
2022-12-31 $1.5M 31k 48.24
2022-09-30 $228k 4.8k 47.86
2022-06-30 $27M 541k 49.19
2022-03-31 $295k 6.1k 48.75
2021-12-31 $279k 5.6k 49.97
2021-09-30 $280k 5.6k 50.36
2021-06-30 $249k 4.9k 51.16
2021-03-31 $537k 11k 51.35
2020-12-31 $522k 10k 51.41
2020-03-31 $118M 2.3M 51.73