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Schwab Strategic Tr 0 shares owned by Birch Financial Group

Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by Birch Financial Group from 13F filings

Historical chart of Birch Financial Group investment in Schwab Strategic Tr 0

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr 0 held by Birch Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr 0 by Birch Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 63k 26.95
2025-06-30 $1.5M 55k 26.68
2025-03-31 $1.1M 40k 26.89
2024-12-31 $361k 14k 25.83