Schwab Strategic Tr intrm trm shares owned by CLS Investments
Quarter-by-quarter ownership of Schwab Strategic Tr intrm trm (SCHR) shares owned by CLS Investments
from 13F filings
Historical chart of CLS Investments investment in Schwab Strategic Tr intrm trm
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Quarterly reported holdings in Schwab Strategic Tr intrm trm by CLS Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $237k | 9.4k | 25.13 |
| 2025-06-30 | $238k | 9.5k | 25.03 |
| 2025-03-31 | $1.7M | 68k | 24.86 |
| 2024-12-31 | $231k | 9.5k | 24.29 |
| 2024-09-30 | $384k | 7.6k | 50.60 |
| 2024-06-30 | $252k | 5.2k | 48.77 |
| 2023-12-31 | $12M | 235k | 49.48 |
| 2023-09-30 | $13M | 261k | 47.94 |
| 2023-06-30 | $12M | 239k | 49.28 |
| 2023-03-31 | $10M | 201k | 50.43 |
| 2022-12-31 | $12M | 236k | 49.23 |
| 2022-09-30 | $12M | 238k | 49.14 |
| 2022-06-30 | $7.8M | 152k | 51.60 |
| 2022-03-31 | $6.1M | 115k | 53.25 |
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