Schwab Strategic Tr shares owned by Spinnaker Investment Group
Quarter-by-quarter ownership of Schwab Strategic Tr (SCHY) shares owned by Spinnaker Investment Group
from 13F filings
Historical chart of Spinnaker Investment Group investment in Schwab Strategic Tr
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All positions including Schwab Strategic Tr held by Spinnaker Investment Group consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $1.0M | 39k | 26.17 |
2024-06-30 | $911k | 39k | 23.57 |
2024-03-31 | $967k | 40k | 24.26 |
2023-12-31 | $974k | 40k | 24.59 |
2023-09-30 | $693k | 30k | 23.00 |
2023-06-30 | $773k | 32k | 23.94 |
2023-03-31 | $800k | 34k | 23.63 |
2022-12-31 | $464k | 21k | 22.42 |
2022-09-30 | $402k | 20k | 20.04 |
2022-06-30 | $392k | 17k | 22.50 |
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