Schwab Strategic Tr 0 shares owned by Brightwater Advisory
Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by Brightwater Advisory
from 13F filings
Historical chart of Brightwater Advisory investment in Schwab Strategic Tr 0
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Quarterly reported holdings in Schwab Strategic Tr 0 by Brightwater Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.5M | 354k | 26.95 |
| 2025-06-30 | $9.8M | 366k | 26.68 |
| 2025-03-31 | $9.4M | 350k | 26.89 |
| 2024-12-31 | $9.0M | 347k | 25.83 |
| 2024-09-30 | $9.0M | 168k | 53.63 |
| 2024-06-30 | $8.0M | 154k | 52.01 |
| 2024-03-31 | $6.1M | 118k | 52.16 |
| 2023-12-31 | $5.7M | 109k | 52.20 |