Schwab Strategic Tr shares owned by O'rourke & Company
Quarter-by-quarter ownership of Schwab Strategic Tr (SCMB) shares owned by O'rourke & Company
from 13F filings
Historical chart of O'rourke & Company investment in Schwab Strategic Tr
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Quarterly reported holdings in Schwab Strategic Tr by O'rourke & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.2M | 42k | 52.53 |
| 2024-06-30 | $2.2M | 43k | 51.40 |
| 2024-03-31 | $2.3M | 45k | 52.06 |
| 2023-12-31 | $2.3M | 43k | 52.62 |
| 2023-09-30 | $1.6M | 33k | 49.56 |
| 2023-06-30 | $1.7M | 34k | 51.83 |
| 2023-03-31 | $1.3M | 24k | 52.36 |
| 2022-12-31 | $1.2M | 23k | 51.30 |