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Schwab Strategic Tr shares owned by Asset Advisors Investment Management

Quarter-by-quarter ownership of Schwab Strategic Tr (SCHY) shares owned by Asset Advisors Investment Management from 13F filings

Historical chart of Asset Advisors Investment Management investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr held by Asset Advisors Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr by Asset Advisors Investment Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $5.9M 249k 23.57
2024-03-31 $4.5M 188k 24.26
2023-12-31 $4.5M 182k 24.59
2023-09-30 $4.2M 183k 23.00
2023-06-30 $4.4M 183k 23.94
2023-03-31 $3.9M 166k 23.63