Schwab Strategic Tr 0 shares owned by Arete Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by Arete Wealth Advisors
from 13F filings
Historical chart of Arete Wealth 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 Arete Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab Strategic Tr 0 by Arete Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $753k | 28k | 26.62 |
| 2025-12-31 | $789k | 30k | 26.48 |
| 2025-09-30 | $845k | 31k | 26.90 |
| 2025-06-30 | $685k | 26k | 26.67 |
| 2025-03-31 | $790k | 29k | 26.91 |
| 2022-03-31 | $1.3M | 22k | 60.73 |
| 2021-12-31 | $1.2M | 19k | 62.54 |