Schwab Strategic Tr intrm trm shares owned by GeoWealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr intrm trm (SCHR) shares owned by GeoWealth Management
from 13F filings
Historical chart of GeoWealth Management investment in Schwab Strategic Tr intrm trm
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Quarterly reported holdings in Schwab Strategic Tr intrm trm by GeoWealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $34k | 1.3k | 25.13 |
| 2025-06-30 | $7.7k | 309 | 25.03 |
| 2024-12-31 | $2.5k | 102 | 24.28 |
| 2024-09-30 | $2.6k | 51 | 50.59 |
| 2024-06-30 | $3.6k | 73 | 48.76 |
| 2024-03-31 | $2.8k | 58 | 49.05 |
| 2023-03-31 | $258k | 5.1k | 50.35 |
| 2022-12-31 | $195k | 4.0k | 49.25 |
| 2022-09-30 | $154k | 3.1k | 49.51 |
| 2022-06-30 | $137k | 2.7k | 51.46 |
| 2022-03-31 | $135k | 2.5k | 53.99 |
| 2021-12-31 | $131k | 2.3k | 56.50 |
| 2021-09-30 | $93k | 1.6k | 56.83 |
| 2021-06-30 | $63k | 1.1k | 57.94 |
| 2021-03-31 | $40k | 739 | 53.57 |
| 2019-09-30 | $466k | 8.4k | 55.56 |
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