Schwab Strategic Tr shares owned by Burns Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr (SCHY) shares owned by Burns Wealth Management
from 13F filings
Historical chart of Burns Wealth Management investment in Schwab Strategic Tr
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Quarterly reported holdings in Schwab Strategic Tr by Burns Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.0M | 86k | 23.12 |
| 2024-09-30 | $2.2M | 86k | 26.17 |
| 2024-06-30 | $2.1M | 88k | 23.57 |
| 2024-03-31 | $2.2M | 93k | 24.26 |
| 2023-09-30 | $2.4M | 102k | 23.00 |
| 2023-06-30 | $2.8M | 118k | 23.94 |