Schwab Strategic Tr intrm trm shares owned by Wealthsource Partners
Quarter-by-quarter ownership of Schwab Strategic Tr intrm trm (SCHR) shares owned by Wealthsource Partners
from 13F filings
Historical chart of Wealthsource Partners investment in Schwab Strategic Tr intrm trm
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Quarterly reported holdings in Schwab Strategic Tr intrm trm by Wealthsource Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $439k | 8.8k | 49.72 |
| 2022-03-31 | $285k | 5.3k | 53.30 |
| 2021-03-31 | $215k | 3.8k | 56.34 |
| 2020-12-31 | $281k | 4.8k | 58.21 |
| 2020-09-30 | $281k | 4.8k | 58.58 |
| 2020-06-30 | $722k | 12k | 58.81 |
| 2020-03-31 | $1.4M | 23k | 58.78 |
| 2019-12-31 | $1.9M | 35k | 54.93 |
| 2019-09-30 | $11M | 194k | 55.56 |
| 2019-06-30 | $3.6M | 65k | 54.96 |
| 2019-03-31 | $2.3M | 43k | 53.79 |
| 2018-12-31 | $865k | 16k | 52.95 |
| 2018-09-30 | $813k | 16k | 51.80 |
| 2018-06-30 | $799k | 15k | 52.33 |
| 2018-03-31 | $982k | 18k | 53.59 |
| 2017-12-31 | $945k | 18k | 53.30 |
| 2017-09-30 | $918k | 17k | 53.90 |
| 2017-06-30 | $884k | 16k | 53.95 |
| 2017-03-31 | $982k | 18k | 53.59 |
| 2016-12-31 | $249k | 4.7k | 53.33 |
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