Schwab Strategic Tr 0 shares owned by Lutz Financial Services
Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by Lutz Financial Services
from 13F filings
Historical chart of Lutz Financial Services investment in Schwab Strategic Tr 0
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Quarterly reported holdings in Schwab Strategic Tr 0 by Lutz Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $54M | 2.0M | 26.95 |
| 2025-06-30 | $49M | 1.9M | 26.68 |
| 2025-03-31 | $51M | 1.9M | 26.89 |
| 2024-12-31 | $47M | 1.8M | 25.83 |
| 2024-09-30 | $48M | 887k | 53.63 |
| 2024-06-30 | $44M | 854k | 52.01 |
| 2024-03-31 | $43M | 829k | 52.16 |
| 2023-12-31 | $43M | 825k | 52.20 |
| 2023-09-30 | $38M | 760k | 50.49 |
| 2023-06-30 | $35M | 672k | 52.43 |
| 2023-03-31 | $34M | 635k | 53.61 |
| 2022-12-31 | $31M | 595k | 51.79 |
| 2022-09-30 | $36M | 685k | 51.80 |
| 2022-06-30 | $37M | 658k | 55.80 |
| 2022-03-31 | $50M | 825k | 60.71 |
| 2021-12-31 | $50M | 797k | 62.89 |
| 2021-09-30 | $48M | 762k | 62.58 |
| 2021-06-30 | $44M | 711k | 62.51 |
| 2021-03-31 | $40M | 647k | 61.16 |
| 2020-12-31 | $37M | 588k | 62.08 |
| 2020-09-30 | $32M | 520k | 61.63 |
| 2020-06-30 | $28M | 469k | 60.02 |
| 2020-03-31 | $23M | 398k | 57.51 |
| 2019-12-31 | $17M | 307k | 56.63 |
| 2019-09-30 | $14M | 239k | 56.76 |
| 2019-06-30 | $8.4M | 149k | 56.31 |
| 2019-03-31 | $4.0M | 73k | 55.00 |
| 2018-12-31 | $4.2M | 78k | 53.25 |
| 2018-09-30 | $4.4M | 81k | 53.96 |
| 2018-06-30 | $3.9M | 71k | 54.90 |
| 2018-03-31 | $3.6M | 66k | 54.88 |
| 2017-12-31 | $3.7M | 67k | 55.44 |