Schwab Strategic Tr 0 shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource Wealth Advisors investment in Schwab Strategic Tr 0
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Quarterly reported holdings in Schwab Strategic Tr 0 by EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 50k | 26.95 |
| 2025-06-30 | $512k | 19k | 26.68 |
| 2025-03-31 | $561k | 21k | 26.89 |
| 2024-12-31 | $572k | 22k | 25.83 |
| 2024-09-30 | $702k | 13k | 53.63 |
| 2024-06-30 | $869k | 17k | 52.69 |
| 2024-03-31 | $285k | 5.5k | 52.20 |
| 2023-12-31 | $285k | 5.5k | 52.20 |
| 2023-09-30 | $229k | 4.5k | 50.49 |
| 2023-06-30 | $243k | 4.6k | 52.43 |
| 2023-03-31 | $249k | 4.6k | 53.61 |
| 2022-12-31 | $222k | 4.3k | 51.79 |
| 2022-09-30 | $135k | 2.3k | 57.97 |
| 2022-06-30 | $162k | 2.9k | 55.82 |
| 2022-03-31 | $268k | 4.4k | 60.72 |
| 2021-12-31 | $226k | 3.6k | 63.01 |
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