Schwab Strategic Tr 0 shares owned by Focused Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by Focused Wealth Management
from 13F filings
Historical chart of Focused Wealth Management investment in Schwab Strategic Tr 0
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr 0 held by Focused Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab Strategic Tr 0 by Focused Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $200k | 3.8k | 52.15 |
| 2023-12-31 | $5.8M | 111k | 52.20 |
| 2023-09-30 | $6.0M | 118k | 50.49 |
| 2023-06-30 | $11M | 203k | 52.43 |
| 2023-03-31 | $11M | 200k | 53.61 |
| 2022-12-31 | $28M | 531k | 51.79 |
| 2022-09-30 | $1.4M | 27k | 51.80 |
| 2022-06-30 | $936k | 17k | 55.82 |
| 2022-03-31 | $41M | 667k | 60.71 |
| 2021-12-31 | $39M | 626k | 62.89 |
| 2021-09-30 | $38M | 612k | 62.58 |
| 2021-06-30 | $36M | 571k | 62.51 |
| 2021-03-31 | $34M | 548k | 61.16 |
| 2020-12-31 | $29M | 459k | 62.08 |
| 2020-09-30 | $27M | 435k | 61.63 |
| 2020-06-30 | $25M | 417k | 60.02 |
| 2020-03-31 | $14M | 245k | 57.51 |
| 2018-09-30 | $131k | 2.4k | 54.02 |
| 2018-06-30 | $974k | 18k | 54.92 |
| 2018-03-31 | $74k | 1.3k | 55.06 |