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Schwab Strategic Tr intrm trm shares owned by Tradition Wealth Management

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

Historical chart of Tradition 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 Tradition 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 Tradition Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $15M 299k 49.72
2023-09-30 $9.3M 194k 47.94
2023-06-30 $5.3M 107k 49.28
2023-03-31 $77k 1.5k 50.36
2022-12-31 $45k 914 49.23
2022-09-30 $45k 914 49.23
2022-06-30 $47k 914 51.42
2022-03-31 $49k 914 53.61
2021-12-31 $51k 914 55.80
2021-09-30 $52k 914 56.89
2021-06-30 $52k 914 56.89
2021-03-31 $52k 914 56.89
2020-12-31 $53k 914 57.99