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Schwab Strategic Tr 0 shares owned by Lord & Richards Wealth Management

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

Historical chart of Lord & Richards 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 Lord & Richards 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 Lord & Richards Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.8M 103k 26.95
2025-06-30 $251k 9.4k 26.68
2025-03-31 $323 12 26.92

More positions owned by Lord & Richards Wealth Management

Etf Ser Solutions Aptus Collrd Inv (ACIO)
Spdr Series Trust Portfolio Sp500 (SPLG)
Bny Mellon Etf Trust Core Bond Etf (BKAG)
Etf Ser Solutions Aptus Defined (DRSK)
Doubleline Etf Trust Mortgage Etf (DMBS)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Etf Ser Solutions Aptus Drawdown (ADME)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Tips Etf (SCHP)
Microsoft Corporation (MSFT)
Etf Ser Solutions Aptus Enhanced (JUCY)
Bondbloxx Etf Trust Bondbloxx Privat (PCMM)
Quanta Services (PWR)
Servicenow (NOW)
Visa Com Cl A (V)

View all positions for Lord & Richards 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