Schwab Strategic Tr intrm trm shares owned by Advocate Group
Quarter-by-quarter ownership of Schwab Strategic Tr intrm trm (SCHR) shares owned by Advocate Group
from 13F filings
Historical chart of Advocate Group investment in Schwab Strategic Tr intrm trm
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Quarterly reported holdings in Schwab Strategic Tr intrm trm by Advocate Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $10M | 405k | 25.08 |
| 2025-09-30 | $8.5M | 336k | 25.13 |
| 2025-06-30 | $6.6M | 262k | 25.03 |
| 2025-03-31 | $6.4M | 258k | 24.86 |
| 2024-12-31 | $6.0M | 249k | 24.29 |
| 2024-09-30 | $5.8M | 114k | 50.60 |
| 2024-06-30 | $5.0M | 102k | 48.77 |
| 2024-03-31 | $4.9M | 100k | 49.05 |
| 2023-12-31 | $3.7M | 74k | 49.72 |
| 2023-09-30 | $1.4M | 28k | 47.94 |
| 2023-06-30 | $1.2M | 25k | 49.28 |
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