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
Tip: Access up to 7 years of quarterly data
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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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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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