Schwab Strategic Tr intrm trm shares owned by West Coast Financial
Quarter-by-quarter ownership of Schwab Strategic Tr intrm trm (SCHR) shares owned by West Coast Financial
from 13F filings
Historical chart of West Coast Financial investment in Schwab Strategic Tr intrm trm
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Quarterly reported holdings in Schwab Strategic Tr intrm trm by West Coast Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $25M | 506k | 49.05 |
| 2023-12-31 | $19M | 378k | 49.72 |
| 2023-09-30 | $15M | 319k | 47.94 |
| 2023-06-30 | $16M | 319k | 49.28 |
| 2023-03-31 | $17M | 336k | 50.43 |
| 2022-12-31 | $16M | 324k | 49.23 |
| 2022-09-30 | $17M | 337k | 49.14 |
| 2022-06-30 | $17M | 323k | 51.60 |
| 2022-03-31 | $14M | 270k | 53.25 |
| 2021-12-31 | $14M | 255k | 56.14 |
| 2021-09-30 | $7.1M | 125k | 56.71 |
| 2021-06-30 | $6.3M | 111k | 56.87 |
| 2021-03-31 | $5.8M | 103k | 56.41 |
| 2020-12-31 | $5.6M | 96k | 58.22 |
| 2020-09-30 | $5.9M | 101k | 58.68 |
| 2020-06-30 | $3.7M | 63k | 58.78 |
| 2020-03-31 | $5.7M | 96k | 58.78 |
| 2019-12-31 | $6.0M | 110k | 54.93 |
| 2019-09-30 | $5.1M | 91k | 55.56 |
| 2019-06-30 | $3.6M | 65k | 54.96 |
| 2019-03-31 | $2.2M | 40k | 53.79 |
| 2018-12-31 | $1.3M | 24k | 52.95 |
| 2018-09-30 | $996k | 19k | 51.80 |
| 2018-06-30 | $431k | 8.2k | 52.36 |
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