Schwab Strategic Tr 0 shares owned by Kestra Private Wealth Services
Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by Kestra Private Wealth Services
from 13F filings
Historical chart of Kestra Private Wealth Services investment in Schwab Strategic Tr 0
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Quarterly reported holdings in Schwab Strategic Tr 0 by Kestra Private Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 393k | 26.95 |
| 2025-06-30 | $11M | 396k | 26.68 |
| 2025-03-31 | $10M | 378k | 26.89 |
| 2024-12-31 | $9.6M | 373k | 25.83 |
| 2024-09-30 | $7.7M | 144k | 53.63 |
| 2024-06-30 | $6.8M | 131k | 52.01 |
| 2024-03-31 | $6.2M | 118k | 52.16 |
| 2023-12-31 | $5.0M | 95k | 52.20 |
| 2023-09-30 | $3.1M | 61k | 50.49 |
| 2023-06-30 | $2.2M | 43k | 52.43 |
| 2022-03-31 | $299k | 4.9k | 60.76 |
| 2021-12-31 | $246k | 3.9k | 63.01 |
| 2021-06-30 | $223k | 3.6k | 62.40 |
| 2021-03-31 | $238k | 3.9k | 61.06 |
| 2020-12-31 | $721k | 12k | 61.92 |
| 2020-09-30 | $927k | 15k | 61.61 |
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