Schwab Strategic Tr intrm trm shares owned by TrinityPoint Wealth
Quarter-by-quarter ownership of Schwab Strategic Tr intrm trm (SCHR) shares owned by TrinityPoint Wealth
from 13F filings
Historical chart of TrinityPoint Wealth investment in Schwab Strategic Tr intrm trm
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Quarterly reported holdings in Schwab Strategic Tr intrm trm by TrinityPoint Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $237k | 9.8k | 24.29 |
| 2024-09-30 | $243k | 4.8k | 50.60 |
| 2024-06-30 | $230k | 4.7k | 48.77 |
| 2024-03-31 | $204k | 4.2k | 49.05 |
| 2023-12-31 | $206k | 4.1k | 49.72 |
| 2023-09-30 | $228k | 4.8k | 47.94 |
| 2023-06-30 | $227k | 4.6k | 49.28 |
| 2023-03-31 | $226k | 4.5k | 50.43 |
| 2022-12-31 | $204k | 4.2k | 49.23 |
| 2022-09-30 | $236k | 4.8k | 49.24 |
| 2022-06-30 | $271k | 5.3k | 51.53 |
| 2022-03-31 | $1.3M | 24k | 53.23 |
| 2021-12-31 | $1.7M | 30k | 56.15 |
| 2021-09-30 | $3.2M | 56k | 56.70 |
| 2021-06-30 | $3.2M | 56k | 56.87 |
| 2021-03-31 | $3.1M | 55k | 56.41 |
| 2020-12-31 | $3.1M | 54k | 58.03 |
| 2020-09-30 | $3.2M | 54k | 58.68 |
| 2020-06-30 | $3.0M | 51k | 58.79 |
| 2020-03-31 | $2.4M | 42k | 58.77 |
| 2019-12-31 | $2.0M | 36k | 54.94 |
| 2019-09-30 | $1.9M | 35k | 55.27 |
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