Schwab Strategic Tr shares owned by TrinityPoint Wealth
Quarter-by-quarter ownership of Schwab Strategic Tr (SCMB) shares owned by TrinityPoint Wealth
from 13F filings
Historical chart of TrinityPoint Wealth investment in Schwab Strategic Tr
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Quarterly reported holdings in Schwab Strategic Tr by TrinityPoint Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.2M | 47k | 25.68 |
| 2024-09-30 | $1.2M | 23k | 52.53 |
| 2024-06-30 | $1.2M | 23k | 51.40 |
| 2024-03-31 | $1.3M | 25k | 52.05 |
| 2023-12-31 | $1.3M | 25k | 52.61 |
| 2023-09-30 | $1.2M | 25k | 49.57 |
| 2023-06-30 | $1.3M | 25k | 51.83 |
| 2023-03-31 | $1.3M | 25k | 52.37 |
| 2022-12-31 | $842k | 16k | 51.30 |