Schwab Strategic Tr 0 shares owned by Global Wealth Management Investment Advisory
Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by Global Wealth Management Investment Advisory
from 13F filings
Historical chart of Global Wealth Management Investment Advisory investment in Schwab Strategic Tr 0
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Quarterly reported holdings in Schwab Strategic Tr 0 by Global Wealth Management Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $335k | 13k | 26.61 |
| 2023-12-31 | $2.6k | 49 | 52.20 |
| 2023-09-30 | $120k | 2.4k | 50.49 |
| 2023-06-30 | $2.4k | 46 | 52.43 |
| 2022-06-30 | $9.0k | 161 | 55.90 |
| 2022-03-31 | $43k | 715 | 60.14 |
| 2021-12-31 | $3.4M | 54k | 62.88 |
| 2021-09-30 | $3.1M | 49k | 62.58 |
| 2021-06-30 | $2.7M | 43k | 62.50 |
| 2021-03-31 | $2.4M | 40k | 61.16 |
| 2020-12-31 | $3.0M | 48k | 62.07 |
| 2020-09-30 | $3.3M | 53k | 61.63 |
| 2020-06-30 | $3.1M | 51k | 60.01 |
| 2020-03-31 | $502k | 8.7k | 57.57 |
| 2019-12-31 | $806k | 14k | 56.61 |
| 2019-09-30 | $556k | 9.8k | 56.79 |
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