Schwab Strategic Tr 0 shares owned by Carolina Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by Carolina Wealth Advisors
from 13F filings
Historical chart of Carolina Wealth Advisors investment in Schwab Strategic Tr 0
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr 0 held by Carolina Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $21M | 397k | 53.63 |
2024-06-30 | $21M | 396k | 52.01 |
2024-03-31 | $20M | 376k | 52.16 |
2023-12-31 | $18M | 352k | 52.20 |
2023-09-30 | $18M | 350k | 50.49 |
2023-06-30 | $17M | 322k | 52.43 |
2023-03-31 | $17M | 317k | 53.61 |
2022-12-31 | $15M | 293k | 51.79 |
2022-09-30 | $20M | 389k | 51.80 |
2022-06-30 | $21M | 378k | 55.80 |
2022-03-31 | $22M | 355k | 60.71 |
2021-12-31 | $22M | 343k | 62.89 |
2021-09-30 | $14M | 221k | 62.58 |
2021-06-30 | $14M | 217k | 62.51 |
2021-03-31 | $12M | 200k | 61.16 |
2020-12-31 | $12M | 195k | 62.08 |
2020-09-30 | $10M | 167k | 61.63 |
2020-06-30 | $9.2M | 154k | 60.02 |
2020-03-31 | $8.7M | 151k | 57.51 |
2019-12-31 | $14M | 245k | 56.63 |