Schwab Strategic Tr intrm trm shares owned by Capital Asset Advisory Services
Quarter-by-quarter ownership of Schwab Strategic Tr intrm trm (SCHR) shares owned by Capital Asset Advisory Services
from 13F filings
Historical chart of Capital Asset Advisory Services investment in Schwab Strategic Tr intrm trm
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Quarterly reported holdings in Schwab Strategic Tr intrm trm by Capital Asset Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.8M | 35k | 49.72 |
| 2023-09-30 | $1.2M | 26k | 47.92 |
| 2023-06-30 | $1.3M | 26k | 49.37 |
| 2023-03-31 | $1.4M | 27k | 50.43 |
| 2022-12-31 | $1.3M | 27k | 49.23 |
| 2022-06-30 | $1.2M | 23k | 51.58 |
| 2022-03-31 | $839k | 16k | 53.25 |
| 2021-12-31 | $8.0k | 150 | 53.33 |
| 2021-09-30 | $41k | 719 | 57.02 |
| 2021-06-30 | $41k | 719 | 57.02 |
| 2021-03-31 | $41k | 719 | 57.02 |
| 2020-12-31 | $55k | 941 | 58.45 |
| 2020-09-30 | $55k | 941 | 58.45 |
More positions owned by Capital Asset Advisory Services
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Top funds holding Schwab Strategic Tr intrm trm
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