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Schwab Strategic Tr 0 shares owned by Circle Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by Circle Wealth Management from 13F filings

Historical chart of Circle Wealth Management investment in Schwab Strategic Tr 0

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr 0 held by Circle Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr 0 by Circle Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.1M 21k 52.20
2023-09-30 $1.8M 36k 50.49

More positions owned by Circle Wealth Management

Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Index Fds Total Stk Mkt (VTI)
Nike CL B (NKE)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Eli Lilly & Co. (LLY)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Ishares Gold Tr Ishares New (IAU)
Starbucks Corporation (SBUX)

View all positions for Circle Wealth Management

Top funds holding Schwab Strategic Tr 0

Charles Schwab Investment Advisory
Empower Advisory Group
HPM Partners
Quadratic Capital Management
Goldman Sachs Group
Sei Investments
Jpmorgan Chase & Co
Franklin Resources
Alliancebernstein
Evoke Wealth
Central Trust & Investment
Charles Schwab Investment Management
Alesco Advisors
Jasper Ridge Partners
Perella Weinberg Partners Capital Management

View all funds holding Schwab Strategic Tr 0