Schwab Strategic Tr 0 shares owned by HCR Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by HCR Wealth Advisors
from 13F filings
Historical chart of HCR Wealth Advisors investment in Schwab Strategic Tr 0
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Quarterly reported holdings in Schwab Strategic Tr 0 by HCR Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $206k | 7.6k | 26.90 |
| 2025-06-30 | $225k | 8.4k | 26.68 |
| 2025-03-31 | $226k | 8.4k | 26.89 |
| 2024-12-31 | $217k | 8.4k | 25.83 |
| 2024-09-30 | $227k | 4.2k | 53.63 |
| 2024-06-30 | $6.2M | 119k | 52.01 |
| 2024-03-31 | $6.1M | 117k | 52.16 |
| 2023-12-31 | $6.2M | 118k | 52.20 |
| 2023-09-30 | $4.2M | 83k | 50.49 |
| 2023-06-30 | $4.3M | 82k | 52.43 |
| 2023-03-31 | $4.3M | 80k | 53.61 |
| 2020-12-31 | $3.0k | 43 | 69.77 |