Schwab Strategic Tr intrm trm shares owned by Kathleen S. Wright Associates
Quarter-by-quarter ownership of Schwab Strategic Tr intrm trm (SCHR) shares owned by Kathleen S. Wright Associates
from 13F filings
Historical chart of Kathleen S. Wright Associates investment in Schwab Strategic Tr intrm trm
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Quarterly reported holdings in Schwab Strategic Tr intrm trm by Kathleen S. Wright Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.4M | 48k | 50.60 |
| 2024-06-30 | $1.9M | 39k | 48.77 |
| 2024-03-31 | $1.9M | 38k | 49.05 |
| 2023-12-31 | $1.9M | 39k | 49.75 |
| 2023-09-30 | $1.3M | 28k | 47.94 |
| 2023-06-30 | $1.1M | 22k | 49.28 |
| 2023-03-31 | $1.1M | 21k | 50.43 |
| 2022-12-31 | $894k | 18k | 49.25 |
| 2022-09-30 | $423k | 8.6k | 49.20 |
| 2022-06-30 | $275k | 5.3k | 51.53 |
| 2022-03-31 | $126k | 2.4k | 53.44 |
| 2021-12-31 | $39k | 699 | 55.79 |
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