Schwab Strategic Tr intrm trm shares owned by SWS Partners
Quarter-by-quarter ownership of Schwab Strategic Tr intrm trm (SCHR) shares owned by SWS Partners
from 13F filings
Historical chart of SWS Partners investment in Schwab Strategic Tr intrm trm
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Quarterly reported holdings in Schwab Strategic Tr intrm trm by SWS Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $16M | 625k | 25.13 |
| 2025-06-30 | $14M | 574k | 25.03 |
| 2025-03-31 | $11M | 470k | 24.29 |
| 2024-12-31 | $11M | 470k | 24.29 |
| 2024-09-30 | $10M | 198k | 50.60 |
| 2024-06-30 | $9.8M | 201k | 48.77 |
| 2024-03-31 | $10M | 204k | 49.05 |
| 2023-09-30 | $8.1M | 170k | 47.94 |
| 2023-06-30 | $7.9M | 161k | 49.28 |
| 2023-03-31 | $8.0M | 158k | 50.43 |
| 2022-12-31 | $7.9M | 160k | 49.23 |
| 2022-09-30 | $8.2M | 167k | 49.14 |
| 2020-12-31 | $8.8M | 151k | 58.22 |
| 2020-09-30 | $7.8M | 133k | 58.68 |
| 2020-03-31 | $7.1M | 121k | 58.78 |
| 2019-09-30 | $130M | 2.4M | 55.17 |
| 2019-06-30 | $7.5M | 136k | 54.91 |
| 2018-12-31 | $7.1M | 135k | 52.95 |
| 2018-09-30 | $6.9M | 133k | 51.79 |
| 2018-06-30 | $7.1M | 136k | 52.33 |
| 2018-03-31 | $7.4M | 141k | 52.54 |
| 2017-12-31 | $7.3M | 137k | 53.32 |
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