Schwab Strategic Tr 0 shares owned by Castle Rock Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by Castle Rock Wealth Management
from 13F filings
Historical chart of Castle Rock Wealth Management investment in Schwab Strategic Tr 0
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Quarterly reported holdings in Schwab Strategic Tr 0 by Castle Rock Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $618k | 12k | 51.83 |
| 2023-09-30 | $736k | 15k | 49.72 |
| 2023-06-30 | $821k | 16k | 51.90 |
| 2023-03-31 | $870k | 16k | 53.22 |
| 2022-12-31 | $878k | 17k | 53.22 |
| 2022-09-30 | $1.2M | 23k | 51.92 |
| 2022-06-30 | $1.3M | 23k | 55.55 |
| 2022-03-31 | $1.4M | 24k | 58.89 |
| 2021-12-31 | $1.5M | 25k | 61.39 |
| 2021-09-30 | $1.6M | 25k | 63.52 |
| 2021-06-30 | $1.5M | 24k | 63.07 |
| 2021-03-31 | $1.5M | 25k | 61.71 |
| 2020-12-31 | $3.1M | 50k | 62.14 |
| 2020-09-30 | $2.8M | 45k | 61.38 |
| 2020-06-30 | $2.1M | 34k | 61.64 |
| 2020-03-31 | $695k | 12k | 59.19 |
| 2019-12-31 | $775k | 14k | 57.53 |
| 2019-09-30 | $726k | 13k | 56.32 |
| 2019-06-30 | $920k | 16k | 56.07 |
| 2019-03-31 | $521 | 9.5k | 0.06 |
| 2018-12-31 | $441k | 8.2k | 53.83 |
| 2018-09-30 | $497k | 9.4k | 52.86 |
| 2018-06-30 | $475k | 8.6k | 54.96 |
| 2018-03-31 | $299k | 5.5k | 54.80 |
| 2017-12-31 | $228k | 4.1k | 55.45 |
More positions owned by Castle Rock Wealth Management
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