Schwab Strategic Tr intrm trm shares owned by Private Advisor
Quarter-by-quarter ownership of Schwab Strategic Tr intrm trm (SCHR) shares owned by Private Advisor
from 13F filings
Historical chart of Private Advisor investment in Schwab Strategic Tr intrm trm
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Quarterly reported holdings in Schwab Strategic Tr intrm trm by Private Advisor
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $10M | 414k | 25.13 |
| 2025-06-30 | $6.6M | 265k | 25.03 |
| 2025-03-31 | $7.4M | 296k | 24.86 |
| 2024-12-31 | $5.8M | 239k | 24.29 |
| 2024-09-30 | $387k | 7.6k | 50.60 |
| 2024-06-30 | $427k | 8.7k | 48.77 |
| 2024-03-31 | $518k | 11k | 49.05 |
| 2023-12-31 | $4.9M | 98k | 49.72 |
| 2023-09-30 | $3.9M | 80k | 47.94 |
| 2023-06-30 | $3.5M | 71k | 49.25 |
| 2023-03-31 | $1.6M | 32k | 50.43 |
| 2022-09-30 | $1.0M | 21k | 49.12 |
| 2020-09-30 | $873k | 15k | 58.79 |
| 2020-06-30 | $883k | 15k | 58.82 |
| 2020-03-31 | $498k | 8.5k | 58.79 |
| 2019-09-30 | $271k | 4.9k | 55.62 |
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