Schwab Strategic Tr intrm trm shares owned by Successful Portfolios
Quarter-by-quarter ownership of Schwab Strategic Tr intrm trm (SCHR) shares owned by Successful Portfolios
from 13F filings
Historical chart of Successful Portfolios investment in Schwab Strategic Tr intrm trm
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Quarterly reported holdings in Schwab Strategic Tr intrm trm by Successful Portfolios
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.7M | 70k | 25.08 |
| 2025-09-30 | $1.6M | 64k | 25.13 |
| 2025-06-30 | $1.5M | 61k | 25.03 |
| 2025-03-31 | $1.5M | 60k | 24.86 |
| 2024-12-31 | $1.4M | 59k | 24.29 |
| 2024-09-30 | $1.4M | 28k | 50.60 |
| 2024-06-30 | $1.3M | 26k | 48.77 |
| 2024-03-31 | $1.3M | 26k | 49.05 |
| 2023-12-31 | $1.2M | 24k | 49.72 |
| 2023-09-30 | $957k | 20k | 47.94 |
| 2023-06-30 | $986k | 20k | 49.28 |
| 2023-03-31 | $1.3M | 25k | 50.43 |
| 2022-12-31 | $1.3M | 26k | 49.23 |
| 2022-09-30 | $951k | 19k | 49.13 |
| 2022-06-30 | $942k | 18k | 51.59 |
| 2022-03-31 | $1.1M | 20k | 53.25 |
| 2021-12-31 | $1.1M | 20k | 56.13 |
| 2021-09-30 | $1.2M | 22k | 56.73 |
| 2021-06-30 | $1.3M | 22k | 56.86 |
| 2021-03-31 | $1.3M | 22k | 56.42 |
| 2020-12-31 | $1.3M | 22k | 58.23 |
| 2020-09-30 | $1.2M | 21k | 58.69 |
| 2020-06-30 | $1.2M | 21k | 58.76 |
| 2020-03-31 | $1.4M | 23k | 58.79 |
| 2019-12-31 | $2.0M | 37k | 54.92 |
| 2019-09-30 | $2.2M | 39k | 55.57 |
| 2019-06-30 | $1.3M | 23k | 54.97 |
| 2019-03-31 | $1.1M | 20k | 53.80 |
| 2018-12-31 | $901k | 17k | 52.97 |
| 2018-09-30 | $1.2M | 23k | 51.77 |
| 2018-06-30 | $1.1M | 22k | 52.35 |
| 2018-03-31 | $970k | 18k | 52.61 |
| 2017-12-31 | $908k | 17k | 53.31 |
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