Schwab Strategic Tr intrm trm shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of Schwab Strategic Tr intrm trm (SCHR) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in Schwab Strategic Tr intrm trm
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Quarterly reported holdings in Schwab Strategic Tr intrm trm by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $938k | 38k | 25.03 |
| 2025-03-31 | $954k | 38k | 24.83 |
| 2024-12-31 | $616k | 25k | 24.29 |
| 2024-09-30 | $631k | 13k | 50.60 |
| 2023-12-31 | $694k | 14k | 49.72 |
| 2023-09-30 | $769k | 16k | 47.94 |
| 2023-06-30 | $1.6M | 33k | 49.28 |
| 2023-03-31 | $1.8M | 35k | 50.43 |
| 2022-12-31 | $1.8M | 36k | 49.23 |
| 2022-09-30 | $1.9M | 39k | 49.15 |
| 2022-06-30 | $2.2M | 42k | 51.58 |
| 2022-03-31 | $2.2M | 41k | 53.25 |
| 2021-12-31 | $2.3M | 41k | 56.15 |
More positions owned by Congress Wealth Management LLC / DE /
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