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Schwab Strategic Tr intrm trm shares owned by WT Wealth Management

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

Historical chart of WT Wealth 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 WT Wealth 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 WT Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.2M 369k 24.89
2024-06-30 $3.5M 71k 48.77
2024-03-31 $1.7M 34k 49.05
2023-12-31 $516k 10k 49.72
2023-09-30 $555k 12k 47.94
2023-06-30 $600k 12k 49.28
2023-03-31 $659k 13k 50.43
2022-12-31 $755k 15k 49.23
2022-09-30 $1.7M 35k 49.13
2022-06-30 $4.0M 77k 51.59
2022-03-31 $5.8M 108k 53.25
2021-12-31 $4.7M 84k 56.14
2021-09-30 $6.2M 109k 56.71
2021-06-30 $5.4M 94k 56.87
2021-03-31 $5.3M 94k 56.41
2020-12-31 $2.1M 36k 58.21
2020-09-30 $1.9M 33k 58.67
2020-06-30 $1.0M 18k 58.73
2020-03-31 $2.2M 37k 58.78
2019-12-31 $2.0M 37k 54.92
2019-09-30 $1.9M 34k 55.55