Schwab Strategic Tr 0 shares owned by Lee Financial
Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by Lee Financial
from 13F filings
Historical chart of Lee Financial investment in Schwab Strategic Tr 0
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr 0 held by Lee Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab Strategic Tr 0 by Lee Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $114k | 2.2k | 52.20 |
| 2023-09-30 | $113k | 2.2k | 50.49 |
| 2023-06-30 | $120k | 2.3k | 52.43 |
| 2023-03-31 | $128k | 2.4k | 53.61 |
| 2022-12-31 | $150k | 2.9k | 51.79 |
| 2022-09-30 | $150k | 2.9k | 51.78 |
| 2022-06-30 | $178k | 3.2k | 55.71 |
| 2022-03-31 | $377k | 6.2k | 60.74 |
| 2021-12-31 | $406k | 6.5k | 62.82 |
| 2021-09-30 | $419k | 6.7k | 62.51 |
| 2021-06-30 | $472k | 7.6k | 62.49 |
| 2021-03-31 | $599k | 9.8k | 61.16 |
| 2020-12-31 | $971k | 16k | 62.07 |
| 2020-09-30 | $955k | 16k | 61.61 |
| 2020-06-30 | $2.7M | 45k | 60.02 |
| 2020-03-31 | $4.7M | 82k | 57.51 |
| 2019-12-31 | $6.5M | 114k | 56.63 |
| 2019-09-30 | $6.6M | 117k | 56.76 |
| 2019-06-30 | $5.6M | 100k | 56.31 |
| 2019-03-31 | $5.1M | 93k | 55.00 |
| 2018-12-31 | $4.7M | 89k | 53.25 |
| 2018-09-30 | $6.8M | 126k | 53.96 |
| 2018-06-30 | $7.2M | 132k | 54.91 |
| 2018-03-31 | $6.7M | 123k | 54.88 |
| 2017-12-31 | $3.9M | 71k | 55.43 |
| 2017-09-30 | $3.2M | 59k | 55.26 |
| 2017-06-30 | $2.5M | 45k | 55.06 |
| 2017-03-31 | $2.1M | 38k | 55.52 |
| 2016-12-31 | $453k | 8.3k | 54.86 |