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Schwab Strategic Tr intrm trm shares owned by GenWealth Group

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

Historical chart of GenWealth Group 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 GenWealth Group 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 GenWealth Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.3M 105k 50.60
2024-06-30 $4.7M 97k 48.77
2024-03-31 $4.2M 85k 49.05
2023-12-31 $3.6M 73k 49.72
2023-09-30 $2.8M 59k 47.94
2023-06-30 $2.6M 52k 49.28
2023-03-31 $2.3M 45k 50.43
2022-12-31 $2.2M 45k 49.23
2022-09-30 $570k 12k 49.17
2022-06-30 $254k 4.9k 51.64
2022-03-31 $262k 4.9k 53.26
2021-12-31 $276k 4.9k 56.11
2021-09-30 $279k 4.9k 56.72
2021-06-30 $295k 5.2k 56.76
2021-03-31 $293k 5.2k 56.38
2019-12-31 $280k 5.1k 54.85
2019-09-30 $283k 5.1k 55.44
2019-06-30 $320k 5.8k 54.90
2019-03-31 $311k 5.8k 53.35
2018-12-31 $255k 4.8k 52.83
2018-09-30 $274k 5.3k 51.60