Schwab Strategic Tr intrm trm shares owned by Morningstar Investment Management
Quarter-by-quarter ownership of Schwab Strategic Tr intrm trm (SCHR) shares owned by Morningstar Investment Management
from 13F filings
Historical chart of Morningstar Investment Management investment in Schwab Strategic Tr intrm trm
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Quarterly reported holdings in Schwab Strategic Tr intrm trm by Morningstar Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $11M | 221k | 47.94 |
| 2023-06-30 | $15M | 294k | 49.28 |
| 2023-03-31 | $47M | 934k | 50.43 |
| 2022-12-31 | $30M | 604k | 49.23 |
| 2022-09-30 | $30M | 604k | 49.14 |
| 2022-06-30 | $32M | 624k | 51.60 |
| 2022-03-31 | $66M | 1.2M | 53.25 |
| 2021-12-31 | $71M | 1.3M | 56.14 |
| 2021-09-30 | $26M | 464k | 56.65 |
| 2021-06-30 | $26M | 464k | 56.87 |
| 2021-03-31 | $21M | 367k | 56.41 |
| 2020-12-31 | $19M | 323k | 58.22 |
| 2020-09-30 | $21M | 355k | 58.68 |
| 2020-06-30 | $22M | 372k | 58.78 |
| 2020-03-31 | $29M | 499k | 58.78 |
| 2019-12-31 | $46M | 827k | 54.93 |
| 2019-09-30 | $39M | 698k | 55.56 |
| 2019-06-30 | $8.5M | 155k | 54.47 |
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