Schwab Strategic Tr intrm trm shares owned by Ballast Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr intrm trm (SCHR) shares owned by Ballast Advisors
from 13F filings
Historical chart of Ballast Advisors investment in Schwab Strategic Tr intrm trm
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Quarterly reported holdings in Schwab Strategic Tr intrm trm by Ballast Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2k | 46 | 25.13 |
| 2025-06-30 | $1.2k | 46 | 25.02 |
| 2025-03-31 | $1.1k | 46 | 24.87 |
| 2024-12-31 | $1.1k | 46 | 24.28 |
| 2023-06-30 | $14k | 277 | 49.28 |
| 2023-03-31 | $10k | 198 | 50.43 |
| 2022-12-31 | $9.7k | 198 | 49.23 |
| 2022-09-30 | $10k | 198 | 50.51 |
| 2022-06-30 | $12k | 242 | 49.59 |
| 2022-03-31 | $11k | 198 | 55.56 |
| 2021-12-31 | $8.0k | 148 | 54.05 |
| 2021-09-30 | $10k | 169 | 59.17 |
| 2021-06-30 | $10k | 169 | 59.17 |
| 2021-03-31 | $8.0k | 133 | 60.15 |
| 2020-12-31 | $9.0k | 154 | 58.44 |
| 2020-09-30 | $14k | 233 | 60.09 |
| 2020-06-30 | $10k | 177 | 56.50 |
| 2020-03-31 | $10k | 177 | 56.50 |
| 2019-12-31 | $10k | 182 | 54.95 |
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