Schwab Strategic Tr shares owned by Sowell Financial Services
Quarter-by-quarter ownership of Schwab Strategic Tr (SCHY) shares owned by Sowell Financial Services
from 13F filings
Historical chart of Sowell Financial Services investment in Schwab Strategic Tr
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All positions including Schwab Strategic Tr held by Sowell Financial Services consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Schwab Strategic Tr by Sowell Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.5M | 57k | 26.18 |
| 2024-06-30 | $1.4M | 58k | 23.91 |
| 2024-03-31 | $1.6M | 65k | 24.26 |
| 2023-12-31 | $1.5M | 63k | 24.59 |
| 2023-09-30 | $1.7M | 76k | 23.00 |
| 2023-06-30 | $2.1M | 87k | 23.94 |
| 2022-12-31 | $1.5M | 66k | 22.43 |