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Schwab Strategic Tr 0 shares owned by Private Ocean

Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by Private Ocean from 13F filings

Historical chart of Private Ocean investment in Schwab Strategic Tr 0

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

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Quarterly reported holdings in Schwab Strategic Tr 0 by Private Ocean

Quarter filed Position value Share count Share price at filing
2024-03-31 $81k 1.6k 52.16
2023-12-31 $82k 1.6k 52.20
2023-09-30 $72k 1.4k 50.49
2023-06-30 $38k 732 52.43
2023-03-31 $642 12 53.58
2022-12-31 $12k 226 51.64
2022-09-30 $11k 225 48.89
2022-06-30 $12k 225 53.33
2022-03-31 $117k 1.9k 60.75
2021-12-31 $124k 2.0k 62.75
2021-09-30 $124k 2.0k 62.78
2021-06-30 $123k 2.0k 62.40
2021-03-31 $120k 2.0k 60.98
2020-12-31 $122k 2.0k 61.96
2020-09-30 $121k 2.0k 61.55
2020-06-30 $118k 2.0k 60.02
2020-03-31 $120k 2.1k 57.28
2019-12-31 $119k 2.1k 56.77
2019-09-30 $140k 2.5k 56.96
2019-06-30 $195k 3.5k 56.20
2019-03-31 $461k 8.4k 55.01
2018-12-31 $2.2M 41k 52.83
2018-09-30 $28k 526 53.23
2018-06-30 $24k 440 54.55
2018-03-31 $23k 436 52.75
2017-12-31 $21k 377 55.70
2017-09-30 $9.0k 171 52.63
2017-06-30 $9.0k 170 52.94
2017-03-31 $9.0k 170 52.94
2016-12-31 $9.0k 168 53.57
2016-09-30 $10k 167 59.88
2016-06-30 $9.0k 167 53.89
2016-03-31 $9.0k 167 53.89
2015-12-31 $9.0k 167 53.89
2015-09-30 $9.0k 167 53.89
2015-06-30 $9.0k 167 53.89
2015-03-31 $9.0k 167 53.89
2014-12-31 $9.0k 167 53.89
2014-09-30 $9.0k 167 53.89
2014-06-30 $9.0k 165 54.55

More positions owned by Private Ocean

Dimensional U.S. Core Equity 2 ETF Etf (DFAC)
iShares Total US Bond ETF Etf (IUSB)
Dimensional Global Real Estate ETF Etf (DFGR)
Dimensional Emerging Core Equity Mkt ETF Etf (DFAE)
SPDR Blmbg Barclays High Yield Bd ETF Etf (JNK)
Dimensional International Equity Mkt ETF Etf (DFAI)
Vanguard Short-Term Corporate Bond ETF Etf (VCSH)
iShares ESG U.S. Aggregate Bond ETF Etf (EAGG)
Invesco Taxable Municipal Bond ETF Etf (BAB)
iShares MSCI USA Quality Factor ETF Etf (QUAL)
Dimensional U.S. Core Equity Market ETF Etf (DFAU)
iShares Russell 1000 Index Etf (IWB)
SPDR Nuveen S&P High Yield Municipal Bond Etf (HYMB)
iShares Core S&P 500 ETF Etf (IVV)
iShares ESG 1-5 Year USD Corp Bd ETF Etf (SUSB)

View all positions for Private Ocean

Top funds holding Schwab Strategic Tr 0

Charles Schwab Investment Advisory
HPM Partners
Empower Advisory Group
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