Schwab Strategic Tr intrm trm shares owned by Financial Consulate
Quarter-by-quarter ownership of Schwab Strategic Tr intrm trm (SCHR) shares owned by Financial Consulate
from 13F filings
Historical chart of Financial Consulate investment in Schwab Strategic Tr intrm trm
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Quarterly reported holdings in Schwab Strategic Tr intrm trm by Financial Consulate
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.4M | 47k | 50.60 |
| 2024-06-30 | $2.3M | 47k | 48.77 |
| 2024-03-31 | $2.3M | 46k | 49.05 |
| 2023-12-31 | $2.3M | 47k | 49.72 |
| 2023-09-30 | $2.3M | 49k | 47.94 |
| 2023-06-30 | $2.5M | 50k | 49.28 |
| 2023-03-31 | $2.5M | 50k | 50.43 |
| 2022-12-31 | $7.1M | 143k | 49.23 |
| 2022-09-30 | $7.9M | 160k | 49.14 |
| 2022-06-30 | $7.9M | 154k | 51.60 |
| 2022-03-31 | $8.3M | 156k | 53.25 |
| 2021-12-31 | $10M | 184k | 56.14 |
| 2021-09-30 | $10M | 180k | 56.71 |
| 2021-06-30 | $10M | 176k | 56.87 |
| 2021-03-31 | $9.6M | 171k | 56.41 |
| 2020-12-31 | $8.7M | 149k | 58.22 |
| 2020-09-30 | $8.4M | 143k | 58.68 |
| 2020-06-30 | $8.0M | 135k | 58.78 |
| 2020-03-31 | $8.6M | 147k | 58.78 |
| 2019-12-31 | $9.0M | 163k | 54.93 |
| 2019-09-30 | $8.3M | 149k | 55.56 |
| 2017-12-31 | $378k | 7.1k | 53.32 |
| 2017-09-30 | $373k | 6.9k | 53.86 |
| 2017-06-30 | $394k | 7.3k | 53.92 |
| 2017-03-31 | $4.1M | 77k | 53.61 |
| 2016-12-31 | $5.3M | 100k | 53.35 |
| 2016-09-30 | $6.5M | 116k | 55.56 |
| 2016-06-30 | $6.4M | 115k | 55.97 |
| 2016-03-31 | $6.4M | 117k | 55.23 |
| 2015-12-31 | $6.4M | 119k | 53.60 |
| 2015-09-30 | $8.3M | 153k | 54.50 |
| 2015-06-30 | $8.6M | 160k | 53.61 |
| 2015-03-31 | $8.7M | 160k | 54.36 |
| 2014-12-31 | $14M | 257k | 53.60 |
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