Schwab Strategic Tr 0 shares owned by Aletheian Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by Aletheian Wealth Advisors
from 13F filings
Historical chart of Aletheian Wealth Advisors investment in Schwab Strategic Tr 0
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Quarterly reported holdings in Schwab Strategic Tr 0 by Aletheian Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.2M | 83k | 26.95 |
| 2025-06-30 | $2.1M | 79k | 26.68 |
| 2025-03-31 | $1.9M | 70k | 26.89 |
| 2024-12-31 | $1.7M | 68k | 25.83 |
| 2024-09-30 | $1.8M | 33k | 53.63 |
| 2024-06-30 | $1.7M | 32k | 52.01 |
| 2024-03-31 | $1.6M | 31k | 52.16 |
| 2023-12-31 | $1.5M | 29k | 52.20 |
| 2023-09-30 | $1.2M | 23k | 50.49 |
| 2023-06-30 | $1.3M | 24k | 52.43 |
| 2023-03-31 | $1.3M | 24k | 53.61 |
| 2022-12-31 | $3.6M | 70k | 51.79 |
| 2022-09-30 | $3.0M | 58k | 51.80 |
| 2022-06-30 | $3.3M | 59k | 55.80 |
| 2022-03-31 | $4.4M | 73k | 60.71 |
| 2021-12-31 | $945k | 15k | 62.91 |