Schwab Strategic Tr 0 shares owned by Burns Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by Burns Wealth Management
from 13F filings
Historical chart of Burns Wealth Management investment in Schwab Strategic Tr 0
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Quarterly reported holdings in Schwab Strategic Tr 0 by Burns Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $7.6M | 150k | 50.49 |
| 2023-06-30 | $7.6M | 146k | 52.43 |
| 2023-03-31 | $7.5M | 139k | 53.61 |
| 2022-12-31 | $7.0M | 135k | 51.79 |
| 2022-09-30 | $4.3M | 83k | 51.80 |
| 2022-06-30 | $4.2M | 75k | 55.80 |
| 2022-03-31 | $4.6M | 76k | 60.70 |
| 2021-12-31 | $4.7M | 75k | 62.89 |
| 2021-06-30 | $4.2M | 68k | 62.51 |
| 2021-03-31 | $4.1M | 66k | 61.16 |
| 2020-12-31 | $4.4M | 71k | 62.08 |
| 2020-09-30 | $4.3M | 69k | 61.63 |
| 2020-06-30 | $1.0M | 17k | 60.00 |
| 2020-03-31 | $808k | 14k | 57.50 |
| 2019-12-31 | $759k | 13k | 56.65 |
| 2019-09-30 | $774k | 14k | 56.77 |
| 2019-06-30 | $729k | 13k | 56.30 |
| 2019-03-31 | $718k | 13k | 55.01 |
| 2018-12-31 | $778k | 15k | 53.24 |
| 2018-09-30 | $803k | 15k | 53.95 |
| 2018-06-30 | $781k | 14k | 54.90 |
| 2018-03-31 | $744k | 14k | 54.91 |
| 2017-12-31 | $699k | 13k | 55.45 |
| 2017-09-30 | $534k | 9.7k | 55.31 |
| 2017-06-30 | $475k | 8.6k | 55.01 |
| 2017-03-31 | $446k | 8.0k | 55.78 |
| 2016-12-31 | $305k | 5.6k | 54.92 |