Fi3 FINANCIAL ADVISORS »

Schwab Strategic Tr 0 shares owned by Fi3 FINANCIAL ADVISORS

Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by Fi3 FINANCIAL ADVISORS from 13F filings

Historical chart of Fi3 FINANCIAL ADVISORS investment in Schwab Strategic Tr 0

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr 0 held by Fi3 FINANCIAL ADVISORS consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr 0 by Fi3 FINANCIAL ADVISORS

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.8M 126k 53.63
2024-03-31 $6.1M 118k 51.51
2023-12-31 $5.4M 104k 52.20
2023-09-30 $7.7M 152k 50.49
2023-06-30 $7.3M 138k 52.43
2023-03-31 $395k 7.4k 53.61

More positions owned by Fi3 FINANCIAL ADVISORS

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Eli Lilly & Co. (LLY)
Apple (AAPL)
Hillenbrand (HI)
Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Eafe Etf (EFA)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)

View all positions for Fi3 FINANCIAL ADVISORS

Top funds holding Schwab Strategic Tr 0

Empower Advisory Group
Quadratic Capital Management
Jpmorgan Chase & Co
Sei Investments
Ing Investment Management
Lincoln National
HPM Partners
Jasper Ridge Partners
Alliancebernstein
Central Trust & Investment
Nepc
Alesco Advisors
Goldman Sachs Group
Evoke Wealth
ARGI Investment Services

View all funds holding Schwab Strategic Tr 0