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Schwab Strategic Tr 0 shares owned by TrueWealth Advisors

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

Historical chart of TrueWealth Advisors investment in Schwab Strategic Tr 0

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr 0 by TrueWealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.0M 39k 52.16
2023-12-31 $2.1M 41k 52.20
2023-09-30 $2.1M 42k 50.49
2023-06-30 $2.1M 41k 52.43
2023-03-31 $2.0M 38k 53.61
2022-12-31 $1.5M 30k 51.79
2022-09-30 $1.2M 23k 51.79
2022-06-30 $569k 10k 55.81
2022-03-31 $471k 8.1k 58.11