Schwab Strategic Tr 0 shares owned by Capital Asset Advisory Services
Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by Capital Asset Advisory Services
from 13F filings
Historical chart of Capital Asset Advisory Services investment in Schwab Strategic Tr 0
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Quarterly reported holdings in Schwab Strategic Tr 0 by Capital Asset Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $558k | 11k | 51.73 |
| 2023-12-31 | $637k | 12k | 52.20 |
| 2023-09-30 | $1.4M | 28k | 50.43 |
| 2023-06-30 | $2.5M | 47k | 52.22 |
| 2023-03-31 | $2.5M | 47k | 53.61 |
| 2022-12-31 | $1.9M | 38k | 51.79 |
| 2022-06-30 | $504k | 9.0k | 55.81 |
| 2022-03-31 | $749k | 12k | 60.75 |
| 2021-12-31 | $170k | 2.7k | 62.73 |
| 2021-09-30 | $11k | 179 | 61.45 |
| 2021-06-30 | $11k | 179 | 61.45 |
| 2021-03-31 | $11k | 174 | 63.22 |
| 2020-12-31 | $11k | 174 | 63.22 |
| 2020-09-30 | $2.0k | 30 | 66.67 |
| 2020-06-30 | $2.0k | 30 | 66.67 |
| 2020-03-31 | $4.0k | 74 | 54.05 |
| 2019-12-31 | $4.0k | 74 | 54.05 |
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