Schwab Strategic Tr 0 shares owned by Lloyd Advisory Services
Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by Lloyd Advisory Services
from 13F filings
Historical chart of Lloyd Advisory Services investment in Schwab Strategic Tr 0
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Quarterly reported holdings in Schwab Strategic Tr 0 by Lloyd Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $1.9M | 70k | 26.61 |
| 2025-12-31 | $29k | 1.1k | 26.49 |
| 2022-12-31 | $2.4M | 47k | 51.76 |
| 2022-09-30 | $2.3M | 45k | 51.77 |
| 2022-06-30 | $1.3M | 23k | 55.77 |
| 2022-03-31 | $1.3M | 22k | 60.72 |
| 2021-03-31 | $1.0k | 13 | 76.92 |
| 2020-12-31 | $60k | 960 | 62.50 |
| 2020-09-30 | $96k | 1.6k | 61.90 |
| 2020-06-30 | $91k | 1.5k | 60.26 |
| 2020-03-31 | $40k | 692 | 57.80 |
| 2019-12-31 | $55k | 962 | 57.17 |