Schwab Strategic Tr 0 shares owned by Intergy Private Wealth
Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by Intergy Private Wealth
from 13F filings
Historical chart of Intergy Private Wealth investment in Schwab Strategic Tr 0
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Quarterly reported holdings in Schwab Strategic Tr 0 by Intergy Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $820k | 16k | 52.16 |
| 2023-12-31 | $1.3M | 24k | 52.20 |
| 2023-09-30 | $1.1M | 23k | 50.49 |
| 2023-06-30 | $1.2M | 22k | 52.43 |
| 2023-03-31 | $1.0M | 20k | 53.61 |
| 2022-12-31 | $942k | 18k | 51.79 |
| 2022-09-30 | $859k | 17k | 51.77 |
| 2022-06-30 | $849k | 15k | 55.81 |