Schwab Strategic Tr 0 shares owned by J.w. Cole Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by J.w. Cole Advisors
from 13F filings
Historical chart of J.w. Cole Advisors investment in Schwab Strategic Tr 0
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All positions including Schwab Strategic Tr 0 held by J.w. Cole Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab Strategic Tr 0 by J.w. Cole Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 85k | 26.95 |
| 2025-06-30 | $2.1M | 79k | 26.68 |
| 2025-03-31 | $2.1M | 78k | 26.89 |
| 2024-12-31 | $1.9M | 72k | 25.83 |
| 2024-09-30 | $1.8M | 34k | 53.63 |
| 2024-06-30 | $1.7M | 33k | 52.01 |
| 2024-03-31 | $3.1M | 59k | 52.02 |
| 2023-12-31 | $3.1M | 59k | 52.20 |
| 2023-09-30 | $2.5M | 49k | 50.49 |
| 2023-06-30 | $2.7M | 51k | 52.43 |
| 2023-03-31 | $2.8M | 52k | 53.61 |
| 2022-12-31 | $3.2M | 62k | 51.79 |
| 2022-09-30 | $3.2M | 62k | 51.80 |
| 2022-06-30 | $3.4M | 62k | 55.80 |
| 2022-03-31 | $3.4M | 56k | 60.70 |
| 2021-12-31 | $1.5M | 24k | 62.89 |
| 2021-06-30 | $962k | 15k | 62.53 |
| 2021-03-31 | $764k | 13k | 61.16 |
| 2020-12-31 | $736k | 12k | 62.07 |
| 2019-12-31 | $434k | 7.7k | 56.66 |