Schwab Strategic Tr 0 shares owned by Soltis Investment Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by Soltis Investment Advisors
from 13F filings
Historical chart of Soltis Investment Advisors investment in Schwab Strategic Tr 0
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All positions including Schwab Strategic Tr 0 held by Soltis Investment Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $2.0M | 39k | 52.16 |
2023-12-31 | $1.9M | 37k | 52.20 |
2023-09-30 | $2.5M | 50k | 50.49 |
2023-06-30 | $2.5M | 47k | 52.43 |
2023-03-31 | $2.5M | 46k | 53.61 |
2022-12-31 | $2.0M | 39k | 51.79 |
2022-09-30 | $1.1M | 22k | 51.78 |
2022-06-30 | $1.2M | 22k | 55.78 |
2022-03-31 | $1.2M | 20k | 60.71 |
2021-12-31 | $1.8M | 29k | 62.90 |
2021-09-30 | $1.8M | 28k | 62.59 |
2021-06-30 | $1.8M | 29k | 62.52 |
2021-03-31 | $2.0M | 32k | 61.17 |
2020-12-31 | $1.9M | 30k | 62.08 |
2020-09-30 | $1.9M | 30k | 61.64 |
2020-06-30 | $465k | 7.8k | 59.96 |
2020-03-31 | $412k | 7.2k | 57.52 |
2019-12-31 | $304k | 5.4k | 56.60 |
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