Schwab Strategic Tr intrm trm shares owned by Lateef Investment Management
Quarter-by-quarter ownership of Schwab Strategic Tr intrm trm (SCHR) shares owned by Lateef Investment Management
from 13F filings
Historical chart of Lateef Investment Management investment in Schwab Strategic Tr intrm trm
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Quarterly reported holdings in Schwab Strategic Tr intrm trm by Lateef Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $497k | 10k | 49.05 |
| 2023-12-31 | $1.2M | 25k | 49.72 |
| 2023-09-30 | $1.2M | 25k | 47.94 |
| 2023-06-30 | $1.4M | 28k | 49.28 |
| 2023-03-31 | $1.5M | 29k | 50.43 |
| 2022-12-31 | $1.4M | 28k | 49.23 |
| 2022-09-30 | $1.4M | 28k | 49.13 |
| 2022-06-30 | $1.4M | 28k | 51.62 |
| 2022-03-31 | $1.4M | 26k | 53.23 |
| 2021-12-31 | $1.5M | 27k | 56.14 |
| 2021-09-30 | $1.5M | 27k | 56.73 |
| 2021-06-30 | $1.4M | 25k | 56.85 |
| 2021-03-31 | $1.3M | 22k | 56.41 |
| 2020-12-31 | $1.2M | 21k | 58.20 |
| 2020-09-30 | $1.2M | 21k | 58.68 |
| 2020-06-30 | $2.1M | 36k | 58.77 |
| 2020-03-31 | $2.2M | 37k | 58.78 |
| 2019-12-31 | $2.2M | 41k | 54.93 |
| 2019-09-30 | $2.1M | 38k | 55.55 |
| 2019-06-30 | $1.9M | 34k | 54.97 |
| 2019-03-31 | $1.8M | 34k | 53.77 |
| 2018-12-31 | $1.8M | 34k | 52.96 |
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