Schwab Strategic Tr sht tm us tres shares owned by West Coast Financial
Quarter-by-quarter ownership of Schwab Strategic Tr sht tm us tres (SCHO) shares owned by West Coast Financial
from 13F filings
Historical chart of West Coast Financial 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 West Coast Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $46M | 937k | 48.98 |
| 2024-06-30 | $38M | 786k | 48.13 |
| 2024-03-31 | $31M | 638k | 48.21 |
| 2023-12-31 | $22M | 443k | 48.45 |
| 2023-09-30 | $18M | 378k | 47.89 |
| 2023-06-30 | $17M | 361k | 48.06 |
| 2023-03-31 | $17M | 357k | 48.79 |
| 2022-12-31 | $18M | 365k | 48.24 |
| 2022-09-30 | $23M | 471k | 48.26 |
| 2022-06-30 | $21M | 422k | 49.19 |
| 2022-03-31 | $12M | 248k | 49.54 |
| 2021-12-31 | $12M | 243k | 50.85 |
| 2021-09-30 | $3.4M | 67k | 51.19 |
| 2021-06-30 | $2.7M | 53k | 51.23 |
| 2021-03-31 | $2.7M | 52k | 51.30 |
| 2020-12-31 | $3.2M | 62k | 51.39 |
| 2020-09-30 | $4.1M | 80k | 51.50 |
| 2020-06-30 | $3.9M | 76k | 51.64 |
| 2020-03-31 | $8.7M | 169k | 51.73 |
| 2019-12-31 | $10M | 203k | 50.48 |
| 2019-09-30 | $8.5M | 168k | 50.59 |
| 2019-06-30 | $5.8M | 115k | 50.59 |
| 2019-03-31 | $3.2M | 64k | 50.19 |
| 2018-12-31 | $1.9M | 38k | 49.91 |
| 2018-09-30 | $1.1M | 22k | 49.59 |
| 2018-06-30 | $494k | 9.9k | 49.74 |
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