Schwab Strategic Tr 0 shares owned by Benchmark Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by Benchmark Wealth Management
from 13F filings
Historical chart of Benchmark Wealth 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 Benchmark Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab Strategic Tr 0 by Benchmark Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $761k | 29k | 26.68 |
| 2025-03-31 | $803k | 30k | 26.89 |
| 2024-12-31 | $804k | 31k | 25.83 |
| 2024-09-30 | $843k | 16k | 53.63 |
| 2024-06-30 | $946k | 18k | 52.01 |
| 2024-03-31 | $949k | 18k | 52.16 |
| 2023-12-31 | $1.4M | 27k | 52.20 |
| 2023-09-30 | $1.8M | 36k | 50.49 |
| 2023-06-30 | $2.1M | 40k | 52.43 |
| 2023-03-31 | $2.4M | 45k | 53.43 |
| 2022-12-31 | $2.0M | 39k | 51.79 |
| 2022-09-30 | $1.9M | 37k | 51.79 |
| 2022-06-30 | $2.0M | 36k | 55.79 |
| 2022-03-31 | $1.8M | 30k | 60.72 |
| 2021-12-31 | $1.8M | 28k | 62.89 |
| 2021-09-30 | $1.7M | 27k | 62.59 |
| 2021-06-30 | $1.7M | 27k | 62.51 |
| 2021-03-31 | $1.4M | 24k | 61.17 |
More positions owned by Benchmark Wealth Management
View all positions for Benchmark Wealth Management