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Schwab Strategic Tr 0 shares owned by LLBH Private Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by LLBH Private Wealth Management from 13F filings

Historical chart of LLBH Private Wealth Management investment in Schwab Strategic Tr 0

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr 0 held by LLBH Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr 0 by LLBH Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.2M 82k 26.95
2025-06-30 $2.1M 77k 26.68
2025-03-31 $2.1M 78k 26.89

More positions owned by LLBH Private Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Lionsgate Studios Corp (LION)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Alphabet Cap Stk Cl C (GOOG)
NVIDIA Corporation (NVDA)
Blackstone Strategic Cred 20 Com Shs Ben In (BGB)
Amazon (AMZN)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Gold Tr Ishares New (IAU)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI)
Alphabet Cap Stk Cl A (GOOGL)
Exxon Mobil Corporation (XOM)

View all positions for LLBH Private Wealth Management

Top funds holding Schwab Strategic Tr 0

Empower Advisory Group
Wealthfront Advisers
Municipal Employees' Retirement System of Michigan
Us Bancorp
Jpmorgan Chase & Co
Sei Investments
Quadratic Capital Management
Ing Investment Management
HPM Partners
Lincoln National
Alliancebernstein
Evoke Wealth
Central Trust & Investment
Jasper Ridge Partners
Alesco Advisors

View all funds holding Schwab Strategic Tr 0