Schwab Strategic Tr shares owned by Per Stirling Capital Management
Quarter-by-quarter ownership of Schwab Strategic Tr (SCHY) shares owned by Per Stirling Capital Management
from 13F filings
Historical chart of Per Stirling Capital Management investment in Schwab Strategic Tr
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Quarterly reported holdings in Schwab Strategic Tr by Per Stirling Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $624k | 22k | 27.94 |
| 2025-06-30 | $597k | 22k | 27.35 |
| 2025-03-31 | $534k | 21k | 25.38 |
| 2024-12-31 | $512k | 22k | 23.12 |
| 2024-09-30 | $749k | 29k | 26.17 |
| 2024-03-31 | $664k | 27k | 24.26 |
| 2023-12-31 | $626k | 25k | 24.59 |
| 2023-09-30 | $531k | 23k | 23.00 |
| 2023-06-30 | $442k | 19k | 23.94 |
| 2023-03-31 | $425k | 18k | 23.63 |
| 2022-12-31 | $296k | 13k | 22.42 |
More positions owned by Per Stirling Capital Management
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