Schwab Strategic Tr shares owned by Berkeley
Quarter-by-quarter ownership of Schwab Strategic Tr (SCHY) shares owned by Berkeley
from 13F filings
Historical chart of Berkeley investment in Schwab Strategic Tr
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Quarterly reported holdings in Schwab Strategic Tr by Berkeley
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.2M | 52k | 23.12 |
| 2024-09-30 | $1.3M | 51k | 26.17 |
| 2024-06-30 | $4.7M | 201k | 23.57 |
| 2024-03-31 | $5.0M | 206k | 24.26 |
| 2023-12-31 | $5.0M | 204k | 24.59 |
| 2023-09-30 | $4.2M | 181k | 23.00 |
| 2023-06-30 | $3.4M | 141k | 23.94 |
| 2023-03-31 | $3.3M | 138k | 23.63 |
| 2022-12-31 | $2.7M | 122k | 22.42 |
| 2022-09-30 | $2.2M | 111k | 20.01 |
| 2022-06-30 | $1.4M | 62k | 22.49 |
| 2022-03-31 | $1.5M | 60k | 25.68 |
| 2021-12-31 | $1.3M | 49k | 25.66 |
| 2021-09-30 | $1.2M | 50k | 24.90 |
| 2021-06-30 | $463k | 18k | 25.71 |