Schwab Strategic Tr intrm trm shares owned by FirstPurpose Wealth
Quarter-by-quarter ownership of Schwab Strategic Tr intrm trm (SCHR) shares owned by FirstPurpose Wealth
from 13F filings
Historical chart of FirstPurpose Wealth investment in Schwab Strategic Tr intrm trm
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Quarterly reported holdings in Schwab Strategic Tr intrm trm by FirstPurpose Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $548k | 11k | 48.04 |
| 2023-12-31 | $634k | 13k | 49.72 |
| 2023-09-30 | $515k | 11k | 47.94 |
| 2023-06-30 | $552k | 11k | 49.28 |
| 2023-03-31 | $404k | 8.0k | 50.43 |
| 2022-12-31 | $277k | 5.6k | 49.23 |
| 2022-09-30 | $398k | 8.1k | 49.15 |
| 2022-06-30 | $427k | 8.3k | 51.61 |
| 2022-03-31 | $597k | 11k | 53.29 |
| 2021-12-31 | $466k | 8.3k | 56.13 |
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