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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

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

Quarter filed Position value Share count Share price at filing
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)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Hillenbrand (HI)
Eli Lilly & Co. (LLY)
Vanguard Index Fds Small Cp Etf (VB)
Apple (AAPL)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Fi3 FINANCIAL ADVISORS

Top funds holding Schwab Strategic Tr 0

Charles Schwab Investment Advisory
HPM Partners
Empower Advisory Group
Quadratic Capital Management
Goldman Sachs Group
Jpmorgan Chase & Co
Franklin Resources
Alliancebernstein
Evoke Wealth
Central Trust & Investment
Charles Schwab Investment Management
Alesco Advisors
Jasper Ridge Partners
Perella Weinberg Partners Capital Management
UBS Group

View all funds holding Schwab Strategic Tr 0