Schwab Strategic Tr intrm trm shares owned by Beverly Hills Private Wealth
Quarter-by-quarter ownership of Schwab Strategic Tr intrm trm (SCHR) shares owned by Beverly Hills Private Wealth
from 13F filings
Historical chart of Beverly Hills Private Wealth investment in Schwab Strategic Tr intrm trm
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Quarterly reported holdings in Schwab Strategic Tr intrm trm by Beverly Hills Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 50k | 25.13 |
| 2025-06-30 | $1.5M | 60k | 25.03 |
| 2025-03-31 | $1.1M | 45k | 24.86 |
| 2024-12-31 | $1.1M | 45k | 24.29 |
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