Schwab Strategic Tr intrm trm shares owned by Fiduciary Alliance
Quarter-by-quarter ownership of Schwab Strategic Tr intrm trm (SCHR) shares owned by Fiduciary Alliance
from 13F filings
Historical chart of Fiduciary Alliance investment in Schwab Strategic Tr intrm trm
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Quarterly reported holdings in Schwab Strategic Tr intrm trm by Fiduciary Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $11M | 447k | 25.08 |
| 2025-09-30 | $11M | 427k | 25.13 |
| 2025-06-30 | $10M | 407k | 25.03 |
| 2025-03-31 | $10M | 418k | 24.86 |
| 2024-12-31 | $9.5M | 391k | 24.29 |
| 2024-09-30 | $8.7M | 173k | 50.60 |
| 2024-06-30 | $7.4M | 152k | 48.52 |
| 2024-03-31 | $5.8M | 119k | 48.62 |
| 2023-12-31 | $4.3M | 86k | 49.72 |
| 2023-06-30 | $1.1M | 22k | 49.28 |
| 2023-03-31 | $1.0M | 20k | 50.43 |
| 2022-12-31 | $1.4M | 29k | 49.23 |
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