Schwab Strategic Tr intrm trm shares owned by Unique Wealth Strategies
Quarter-by-quarter ownership of Schwab Strategic Tr intrm trm (SCHR) shares owned by Unique Wealth Strategies
from 13F filings
Historical chart of Unique Wealth Strategies investment in Schwab Strategic Tr intrm trm
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Quarterly reported holdings in Schwab Strategic Tr intrm trm by Unique Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $461k | 19k | 24.66 |
| 2026-03-31 | $463k | 19k | 24.91 |
| 2025-12-31 | $425k | 17k | 25.08 |
| 2025-09-30 | $378k | 15k | 25.13 |
| 2025-06-30 | $509k | 20k | 25.03 |
| 2025-03-31 | $507k | 20k | 24.86 |
| 2024-12-31 | $492k | 20k | 24.29 |
| 2024-09-30 | $462k | 9.1k | 50.60 |
| 2024-06-30 | $221k | 4.5k | 49.05 |
| 2024-03-31 | $221k | 4.5k | 49.05 |
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