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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

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Quarterly 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