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Schwab Strategic Tr 0 shares owned by Ellenbecker Investment Group

Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by Ellenbecker Investment Group from 13F filings

Historical chart of Ellenbecker Investment Group investment in Schwab Strategic Tr 0

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr 0 held by Ellenbecker Investment Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr 0 by Ellenbecker Investment Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.5M 66k 52.16
2023-12-31 $3.2M 61k 52.20
2023-09-30 $2.7M 53k 50.48
2023-06-30 $2.5M 48k 52.42
2023-03-31 $2.2M 40k 53.61

More positions owned by Ellenbecker Investment Group

Ishares Tr Core S&p 500 Etf (IVV)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core Us Aggbd Etf (AGG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Intl Equity Index F Ftse Dev Mkt Etf (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Cre U S Reit Etf (USRT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Aggres Alloc Etf (AOA)
Microsoft Corporation (MSFT)
First Trust Twc Unconstained Pl Bd (UCON)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for Ellenbecker Investment Group

Top funds holding Schwab Strategic Tr 0

Charles Schwab Investment Advisory
Empower Advisory Group
HPM Partners
Quadratic Capital Management
Goldman Sachs Group
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
UBS Group

View all funds holding Schwab Strategic Tr 0