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Schwab Strategic Tr 0 shares owned by Carter Financial Group

Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by Carter Financial Group from 13F filings

Historical chart of Carter Financial Group investment in Schwab Strategic Tr 0

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All positions including Schwab Strategic Tr 0 held by Carter Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr 0 by Carter Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $270k 10k 26.49
2025-09-30 $266k 9.9k 26.95
2025-06-30 $374k 14k 26.68
2022-03-31 $499k 8.2k 60.76

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Top funds holding Schwab Strategic Tr 0

Empower Advisory Group
Wealthfront Advisers
Municipal Employees' Retirement System of Michigan
Quadratic Capital Management
Jpmorgan Chase & Co
Sei Investments
Ing Investment Management
HPM Partners
Evoke Wealth
Alliancebernstein
Central Trust & Investment
Nepc
Elm Partners Management
Us Bancorp
Alesco Advisors

View all funds holding Schwab Strategic Tr 0