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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

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr intrm trm held by FirstPurpose Wealth 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 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