Schwab Strategic Tr intrm trm shares owned by Brian McDonald
Quarter-by-quarter ownership of Schwab Strategic Tr intrm trm (SCHR) shares owned by Brian McDonald
from 13F filings
Historical chart of Brian McDonald investment in Schwab Strategic Tr intrm trm
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Quarterly reported holdings in Schwab Strategic Tr intrm trm by Brian McDonald
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.7M | 108k | 25.13 |
| 2025-06-30 | $3.3M | 134k | 25.03 |
| 2025-03-31 | $2.1M | 84k | 24.86 |
| 2024-12-31 | $1.7M | 70k | 24.29 |
| 2024-09-30 | $2.5M | 50k | 50.60 |
| 2024-06-30 | $2.1M | 44k | 48.77 |
| 2024-03-31 | $2.1M | 43k | 49.05 |
| 2023-09-30 | $1.9M | 40k | 47.94 |
| 2022-12-31 | $367k | 7.3k | 50.23 |
| 2022-09-30 | $356k | 7.4k | 48.35 |
| 2022-06-30 | $522k | 10k | 51.29 |
| 2022-03-31 | $438k | 8.4k | 51.92 |
| 2021-12-31 | $464k | 8.4k | 55.36 |
| 2021-09-30 | $433k | 7.7k | 56.15 |
| 2021-06-30 | $451k | 7.9k | 57.34 |
| 2021-03-31 | $500k | 8.8k | 56.84 |
| 2020-12-31 | $504k | 8.7k | 57.90 |
| 2020-09-30 | $497k | 8.5k | 58.31 |
| 2020-06-30 | $398k | 6.8k | 58.81 |
| 2020-03-31 | $490k | 8.3k | 58.82 |
| 2019-12-31 | $476k | 8.5k | 55.90 |
| 2019-09-30 | $492k | 8.9k | 55.43 |
| 2019-06-30 | $482k | 8.8k | 54.75 |
| 2019-03-31 | $493k | 9.2k | 53.49 |
| 2018-12-31 | $317k | 6.0k | 52.86 |
| 2018-09-30 | $356k | 6.9k | 51.56 |
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