Schwab Strategic Tr 0 shares owned by LVW Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by LVW Advisors
from 13F filings
Historical chart of LVW Advisors investment in Schwab Strategic Tr 0
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Quarterly reported holdings in Schwab Strategic Tr 0 by LVW Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $306k | 12k | 25.83 |
| 2024-09-30 | $1.8M | 34k | 53.63 |
| 2024-06-30 | $1.8M | 34k | 52.01 |
| 2024-03-31 | $1.8M | 34k | 52.16 |
| 2023-12-31 | $1.9M | 37k | 52.20 |
| 2023-09-30 | $30M | 599k | 50.49 |
| 2023-06-30 | $32M | 613k | 52.43 |
| 2023-03-31 | $31M | 583k | 53.61 |
| 2022-12-31 | $30M | 579k | 51.79 |
| 2022-09-30 | $32M | 622k | 51.80 |
| 2022-06-30 | $39M | 695k | 55.80 |
| 2022-03-31 | $44M | 718k | 60.71 |
| 2021-12-31 | $49M | 775k | 62.89 |
| 2021-09-30 | $46M | 738k | 62.58 |
| 2021-06-30 | $43M | 695k | 62.51 |
| 2021-03-31 | $42M | 683k | 61.16 |
| 2020-12-31 | $42M | 680k | 62.08 |
| 2020-09-30 | $40M | 650k | 61.63 |
| 2020-06-30 | $26M | 431k | 60.02 |
| 2020-03-31 | $24M | 408k | 57.51 |
| 2019-12-31 | $17M | 304k | 56.63 |
| 2019-09-30 | $16M | 281k | 56.76 |
| 2019-06-30 | $13M | 237k | 56.31 |
| 2019-03-31 | $7.9M | 144k | 55.00 |
| 2018-12-31 | $5.5M | 103k | 53.25 |
| 2018-09-30 | $2.9M | 54k | 53.97 |
| 2018-06-30 | $2.8M | 51k | 54.90 |
| 2018-03-31 | $2.6M | 48k | 54.88 |
| 2017-12-31 | $388k | 7.0k | 55.48 |