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Schwab Strategic Tr 0 shares owned by Bakala Capital Management

Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by Bakala Capital Management from 13F filings

Historical chart of Bakala Capital Management investment in Schwab Strategic Tr 0

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr 0 by Bakala Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $804k 15k 53.63
2024-06-30 $757k 15k 52.01
2024-03-31 $623k 12k 52.16
2023-12-31 $290k 5.6k 52.20

More positions owned by Bakala Capital Management

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for Bakala Capital Management

Top funds holding Schwab Strategic Tr 0

Empower Advisory Group
Quadratic Capital Management
Jpmorgan Chase & Co
Central Trust & Investment
Sei Investments
Ing Investment Management
Lincoln National
HPM Partners
Jasper Ridge Partners
Alliancebernstein
Nepc
Alesco Advisors
Evoke Wealth
ARGI Investment Services
Goldman Sachs Group

View all funds holding Schwab Strategic Tr 0