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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

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr sht tm us tres held by West Coast Financial 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 West Coast Financial

Quarter filed Position value Share count Share price at filing
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