Schwab Strategic Tr 0 shares owned by Altfest L J & Co
Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by Altfest L J & Co
from 13F filings
Historical chart of Altfest L J & Co investment in Schwab Strategic Tr 0
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Quarterly reported holdings in Schwab Strategic Tr 0 by Altfest L J & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $27M | 1.0M | 26.95 |
| 2025-06-30 | $26M | 985k | 26.68 |
| 2025-03-31 | $39M | 1.4M | 26.89 |
| 2024-12-31 | $18M | 714k | 25.83 |
| 2024-09-30 | $19M | 354k | 53.63 |
| 2024-06-30 | $18M | 349k | 52.01 |
| 2024-03-31 | $18M | 341k | 52.16 |
| 2023-12-31 | $12M | 238k | 52.20 |
| 2023-09-30 | $17M | 332k | 50.49 |
| 2023-06-30 | $17M | 326k | 52.43 |
| 2023-03-31 | $17M | 320k | 53.61 |
| 2022-12-31 | $16M | 309k | 51.79 |
| 2022-09-30 | $16M | 299k | 51.80 |
| 2021-09-30 | $476k | 7.6k | 62.63 |
| 2021-06-30 | $409k | 6.5k | 62.55 |
| 2021-03-31 | $793k | 13k | 61.18 |
| 2020-12-31 | $827k | 13k | 62.06 |
| 2020-09-30 | $422k | 6.8k | 61.64 |
| 2020-06-30 | $411k | 6.8k | 60.08 |
| 2020-03-31 | $414k | 7.2k | 57.58 |
| 2019-12-31 | $359k | 6.3k | 56.71 |
| 2019-09-30 | $358k | 6.3k | 56.83 |
| 2019-06-30 | $373k | 6.6k | 56.28 |
| 2019-03-31 | $292k | 5.3k | 54.96 |
| 2018-03-31 | $369k | 6.7k | 54.89 |