Schwab Strategic Tr 0 shares owned by Cape Investment Advisory
Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by Cape Investment Advisory
from 13F filings
Historical chart of Cape Investment Advisory investment in Schwab Strategic Tr 0
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr 0 held by Cape Investment Advisory consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Schwab Strategic Tr 0 by Cape Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $64k | 2.4k | 26.95 |
| 2025-06-30 | $52k | 1.9k | 26.68 |
| 2025-03-31 | $41k | 1.5k | 26.89 |
| 2024-12-31 | $36k | 1.4k | 25.83 |
| 2024-09-30 | $65k | 1.2k | 53.63 |
| 2024-06-30 | $55k | 1.1k | 52.01 |
| 2024-03-31 | $55k | 1.1k | 52.16 |
| 2023-12-31 | $55k | 1.1k | 52.20 |
| 2023-09-30 | $55k | 1.1k | 50.49 |
| 2023-06-30 | $54k | 1.0k | 52.43 |
| 2023-03-31 | $43k | 807 | 53.61 |