Schwab Strategic Tr 0 shares owned by Client 1st Advisory Group
Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by Client 1st Advisory Group
from 13F filings
Historical chart of Client 1st Advisory Group investment in Schwab Strategic Tr 0
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr 0 held by Client 1st Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab Strategic Tr 0 by Client 1st Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $266k | 9.9k | 26.89 |
| 2024-12-31 | $272k | 11k | 25.83 |
| 2024-09-30 | $410k | 7.6k | 53.63 |
| 2024-06-30 | $488k | 9.4k | 52.01 |
| 2024-03-31 | $623k | 12k | 52.16 |
| 2023-09-30 | $1.1M | 21k | 50.49 |
| 2023-06-30 | $1.9M | 36k | 52.43 |
| 2023-03-31 | $2.6M | 49k | 53.61 |
| 2022-12-31 | $3.2M | 61k | 51.79 |
| 2022-09-30 | $3.8M | 74k | 51.79 |
| 2022-06-30 | $4.1M | 74k | 55.80 |
| 2022-03-31 | $5.1M | 84k | 60.71 |
| 2021-12-31 | $4.6M | 73k | 62.89 |
| 2021-09-30 | $1.9M | 30k | 62.58 |
| 2021-06-30 | $233k | 3.7k | 62.45 |