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
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 | $120k | 3.3M | 0.04 |
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 |