Schwab Strategic Tr shares owned by ProVise Management Group
Quarter-by-quarter ownership of Schwab Strategic Tr (SCHY) shares owned by ProVise Management Group
from 13F filings
Historical chart of ProVise Management Group investment in Schwab Strategic Tr
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr held by ProVise Management Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Schwab Strategic Tr by ProVise Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $946k | 36k | 26.17 |
| 2024-06-30 | $1.3M | 56k | 23.57 |
| 2024-03-31 | $2.9M | 120k | 24.26 |
| 2023-12-31 | $3.0M | 123k | 24.59 |
| 2023-09-30 | $3.2M | 137k | 23.00 |
| 2023-06-30 | $3.3M | 139k | 23.94 |
| 2023-03-31 | $3.3M | 140k | 23.63 |
| 2022-12-31 | $3.3M | 147k | 22.42 |
| 2022-09-30 | $3.7M | 184k | 20.01 |
| 2022-06-30 | $3.5M | 155k | 22.49 |
| 2022-03-31 | $2.2M | 85k | 25.69 |