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Schwab Strategic Tr intrm trm shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr intrm trm (SCHR) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in Schwab Strategic Tr intrm trm

Jul 2022Jan 2023Jul 2023Jan 2024Jul 20241M1.5M2M15k20k25k30k35k
Value ($)Share countHistorical SCHR position of EverSource Wealth Advisors Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr intrm trm held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr intrm trm by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $757k 15k 50.57
2024-06-30 $1.0M 21k 49.74
2024-03-31 $711k 15k 47.88
2023-12-31 $736k 15k 49.72
2023-09-30 $737k 15k 47.94
2023-06-30 $1.7M 34k 49.28
2023-03-31 $1.8M 36k 50.15
2022-12-31 $1.7M 36k 49.23
2022-09-30 $697k 14k 49.25
2022-06-30 $1.6M 31k 51.59
2022-03-31 $2.0M 38k 53.24