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Schwab Strategic Tr intrm trm shares owned by Worth Asset Management

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

Historical chart of Worth Asset 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 Worth Asset 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 Worth Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 23k 50.60
2024-06-30 $270k 5.5k 48.77
2024-03-31 $277k 5.6k 49.05
2023-12-31 $438k 8.8k 49.72
2023-09-30 $376k 7.8k 47.94
2023-06-30 $405k 8.2k 49.31
2023-03-31 $845k 17k 50.43
2022-12-31 $346k 7.0k 49.23
2022-06-30 $40k 780 51.28
2022-03-31 $41k 780 52.56