Schwab Strategic Tr 0 shares owned by First Heartland Consultants
Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by First Heartland Consultants
from 13F filings
Historical chart of First Heartland Consultants investment in Schwab Strategic Tr 0
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All positions including Schwab Strategic Tr 0 held by First Heartland Consultants consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab Strategic Tr 0 by First Heartland Consultants
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 47k | 26.95 |
| 2025-06-30 | $705k | 26k | 26.68 |
| 2024-12-31 | $496k | 19k | 25.83 |
| 2024-09-30 | $800k | 15k | 53.62 |
| 2024-06-30 | $697k | 13k | 51.99 |
| 2020-12-31 | $346k | 5.6k | 62.14 |
| 2020-09-30 | $337k | 5.5k | 61.60 |
| 2020-06-30 | $312k | 5.2k | 60.07 |
| 2020-03-31 | $329k | 5.7k | 57.51 |
| 2019-12-31 | $426k | 7.5k | 56.69 |
| 2019-09-30 | $364k | 6.4k | 56.69 |
| 2019-06-30 | $350k | 6.2k | 56.23 |
| 2019-03-31 | $654k | 12k | 55.02 |
| 2018-12-31 | $647k | 12k | 53.26 |
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