Schwab Strategic Tr intrm trm shares owned by Rockbridge Investment Management, LCC
Quarter-by-quarter ownership of Schwab Strategic Tr intrm trm (SCHR) shares owned by Rockbridge Investment Management, LCC
from 13F filings
Historical chart of Rockbridge Investment Management, LCC investment in Schwab Strategic Tr intrm trm
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr intrm trm held by Rockbridge Investment Management, LCC consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab Strategic Tr intrm trm by Rockbridge Investment Management, LCC
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $543k | 11k | 50.60 |
| 2024-06-30 | $551k | 11k | 48.77 |
| 2024-03-31 | $552k | 11k | 49.05 |
| 2023-12-31 | $620k | 13k | 49.72 |
| 2023-09-30 | $611k | 13k | 47.94 |
| 2023-06-30 | $650k | 13k | 49.28 |
| 2023-03-31 | $676k | 13k | 50.43 |
| 2022-12-31 | $665k | 14k | 49.23 |
| 2022-09-30 | $671k | 14k | 49.14 |
| 2022-06-30 | $703k | 14k | 51.60 |
| 2022-03-31 | $725k | 14k | 52.75 |
| 2021-12-31 | $777k | 14k | 56.16 |
| 2021-09-30 | $784k | 14k | 56.73 |
| 2021-06-30 | $789k | 14k | 56.87 |
| 2021-03-31 | $788k | 14k | 56.39 |
| 2020-12-31 | $814k | 14k | 58.24 |
| 2020-09-30 | $825k | 14k | 58.69 |
| 2020-06-30 | $836k | 14k | 58.79 |
More positions owned by Rockbridge Investment Management, LCC
View all positions for Rockbridge Investment Management, LCC
Top funds holding Schwab Strategic Tr intrm trm
View all funds holding Schwab Strategic Tr intrm trm