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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

Jan 2022Jul 2022Jan 2023Jul 2023Jan 2024Jul 2024200k400k600k800k5k10k15k
Value ($)Share countHistorical SCHP position of EverSource Wealth Advisors Source: stockzoa.comValue ($)Share count

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All positions including Schwab Strategic Tr 0 held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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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
2024-09-30 $702k 13k 53.63
2024-06-30 $869k 17k 52.69
2024-03-31 $507k 9.9k 51.23
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