Schwab Strategic Tr 0 shares owned by GeoWealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by GeoWealth Management
from 13F filings
Historical chart of GeoWealth 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 GeoWealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab Strategic Tr 0 by GeoWealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $238k | 8.8k | 26.95 |
| 2025-06-30 | $211k | 7.9k | 26.68 |
| 2025-03-31 | $239k | 8.9k | 26.89 |
| 2024-12-31 | $161k | 6.2k | 25.83 |
| 2024-09-30 | $505k | 9.4k | 53.64 |
| 2024-06-30 | $1.2M | 24k | 52.01 |
| 2024-03-31 | $2.9M | 56k | 52.16 |
| 2023-09-30 | $2.5M | 49k | 50.49 |
| 2023-06-30 | $2.7M | 51k | 52.42 |
| 2022-12-31 | $280k | 5.4k | 51.86 |
| 2022-09-30 | $295k | 5.7k | 51.66 |
| 2022-06-30 | $582k | 10k | 55.79 |
| 2022-03-31 | $675k | 11k | 60.51 |
| 2021-12-31 | $505k | 8.0k | 62.92 |
| 2021-09-30 | $468k | 7.5k | 62.74 |
| 2021-06-30 | $311k | 5.0k | 62.86 |
| 2020-03-31 | $504k | 8.7k | 57.66 |
| 2019-12-31 | $571k | 10k | 56.73 |
| 2019-09-30 | $1000k | 18k | 56.76 |