Schwab Strategic Tr intrm trm shares owned by JFG Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr intrm trm (SCHR) shares owned by JFG Wealth Management
from 13F filings
Historical chart of JFG Wealth Management investment in Schwab Strategic Tr intrm trm
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Quarterly reported holdings in Schwab Strategic Tr intrm trm by JFG Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $810k | 16k | 50.60 |
| 2024-06-30 | $765k | 16k | 48.77 |
| 2024-03-31 | $655k | 13k | 49.05 |
| 2023-12-31 | $549k | 11k | 49.72 |
| 2023-09-30 | $536k | 11k | 47.94 |
| 2023-06-30 | $578k | 12k | 49.28 |
| 2023-03-31 | $423k | 8.4k | 50.43 |
| 2022-12-31 | $505k | 10k | 49.23 |
| 2022-09-30 | $462k | 9.4k | 49.10 |
| 2022-06-30 | $474k | 9.2k | 51.52 |
| 2022-03-31 | $526k | 9.9k | 53.24 |
| 2021-12-31 | $504k | 9.0k | 56.18 |
| 2021-09-30 | $506k | 8.9k | 56.62 |
| 2021-06-30 | $389k | 6.8k | 56.94 |
| 2021-03-31 | $373k | 6.6k | 56.45 |
| 2020-12-31 | $331k | 5.7k | 58.16 |
| 2020-09-30 | $332k | 5.7k | 58.68 |
| 2020-06-30 | $277k | 4.7k | 58.75 |
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