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Schwab Strategic Tr shares owned by McCarthy Asset Management

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

Historical chart of McCarthy Asset Management investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr by McCarthy Asset Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $5.3M 232k 23.00
2023-06-30 $6.0M 249k 23.94
2023-03-31 $5.8M 246k 23.63
2022-12-31 $5.6M 248k 22.42
2022-09-30 $5.0M 250k 20.01
2022-06-30 $5.5M 243k 22.49
2022-03-31 $6.2M 240k 25.68
2021-12-31 $5.9M 228k 25.66
2021-09-30 $5.6M 223k 24.90
2021-06-30 $5.7M 222k 25.71