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Schwab Strategic Tr intrm trm shares owned by Spire Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr intrm trm (SCHR) shares owned by Spire Wealth Management from 13F filings

Historical chart of Spire Wealth Management 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 Spire Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr intrm trm by Spire Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.3M 68k 49.05
2023-12-31 $3.3M 67k 49.31
2023-09-30 $3.3M 69k 47.94
2023-06-30 $3.9M 78k 49.28
2023-03-31 $4.1M 82k 50.43
2022-12-31 $1.7M 35k 49.22
2022-09-30 $1.7M 35k 49.14
2022-06-30 $4.6M 88k 51.60
2022-03-31 $5.2M 97k 53.25
2021-12-31 $5.5M 97k 56.14
2021-09-30 $6.0M 106k 56.55
2021-06-30 $5.9M 104k 56.87
2021-03-31 $5.4M 97k 56.41