Newport Wealth Strategies »

Schwab Strategic Tr 0 shares owned by Newport Wealth Strategies

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

Historical chart of Newport Wealth Strategies investment in Schwab Strategic Tr 0

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr 0 by Newport Wealth Strategies

Quarter filed Position value Share count Share price at filing
2021-09-30 $703k 11k 62.60
2021-06-30 $599k 9.6k 62.46
2021-03-31 $390k 6.4k 61.22

More positions owned by Newport Wealth Strategies

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Apple (AAPL)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Spdr Gold Tr Gold Shs (GLD)
Microsoft Corporation (MSFT)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Flexshares Tr Ready Acc Vari (RAVI)
Wisdomtree Tr Enhanced Cmdty (GCC)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)

View all positions for Newport Wealth Strategies

Top funds holding Schwab Strategic Tr 0

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

View all funds holding Schwab Strategic Tr 0