Schwab Strategic Tr 0 shares owned by CWS Financial Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by CWS Financial Advisors
from 13F filings
Historical chart of CWS Financial Advisors investment in Schwab Strategic Tr 0
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Quarterly reported holdings in Schwab Strategic Tr 0 by CWS Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $390k | 7.5k | 52.16 |
| 2023-12-31 | $684k | 13k | 52.20 |
| 2023-09-30 | $1.0M | 20k | 50.49 |
| 2023-06-30 | $1.2M | 23k | 52.43 |
| 2023-03-31 | $1.2M | 23k | 53.61 |
| 2022-09-30 | $1.2M | 24k | 51.81 |
| 2022-06-30 | $1.3M | 24k | 55.79 |
| 2022-03-31 | $1.4M | 24k | 60.73 |
| 2021-12-31 | $1.7M | 27k | 62.90 |
| 2021-06-30 | $407k | 6.5k | 62.54 |