Schwab Strategic Tr 0 shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in Schwab Strategic Tr 0
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All positions including Schwab Strategic Tr 0 held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Schwab Strategic Tr 0 by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $3.8M | 144k | 26.68 |
| 2025-03-31 | $2.9M | 109k | 26.89 |
| 2024-12-31 | $2.9M | 114k | 25.83 |
| 2024-09-30 | $3.4M | 63k | 53.63 |
| 2024-03-31 | $2.4M | 46k | 52.16 |
| 2023-12-31 | $2.4M | 47k | 52.20 |
| 2023-09-30 | $2.4M | 47k | 50.49 |
| 2023-06-30 | $2.9M | 55k | 52.43 |
| 2023-03-31 | $3.1M | 57k | 53.61 |
| 2022-12-31 | $2.9M | 56k | 51.79 |
| 2022-09-30 | $2.6M | 50k | 51.81 |
| 2022-06-30 | $2.8M | 50k | 55.80 |
| 2022-03-31 | $2.9M | 48k | 60.71 |
| 2021-12-31 | $3.6M | 58k | 62.89 |
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