Perfromance Wealth Partners »

Schwab Strategic Tr 0 shares owned by Perfromance Wealth Partners

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

Historical chart of Perfromance Wealth Partners investment in Schwab Strategic Tr 0

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr 0 held by Perfromance Wealth Partners 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 Perfromance Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.6M 88k 52.16
2023-12-31 $5.5M 106k 52.20
2023-09-30 $5.4M 108k 50.49
2023-06-30 $3.6M 70k 51.91
2023-03-31 $1.0M 19k 53.61