Schwab Strategic Tr 0 shares owned by Mason Investment Advisory Services
Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by Mason Investment Advisory Services
from 13F filings
Historical chart of Mason Investment Advisory Services investment in Schwab Strategic Tr 0
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Quarterly reported holdings in Schwab Strategic Tr 0 by Mason Investment Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $333k | 12k | 26.95 |
| 2025-06-30 | $329k | 12k | 26.68 |
| 2025-03-31 | $332k | 12k | 26.89 |
| 2024-12-31 | $392k | 15k | 25.83 |
| 2024-09-30 | $407k | 7.6k | 53.63 |
| 2024-06-30 | $393k | 7.6k | 52.01 |
| 2024-03-31 | $391k | 7.5k | 52.16 |
| 2023-09-30 | $378k | 7.5k | 50.49 |
| 2023-06-30 | $393k | 7.5k | 52.43 |
| 2021-03-31 | $3.8M | 63k | 61.16 |
| 2020-12-31 | $3.8M | 62k | 62.08 |
| 2020-09-30 | $3.8M | 61k | 61.63 |
| 2020-06-30 | $3.8M | 64k | 60.02 |
| 2020-03-31 | $3.9M | 68k | 57.51 |
| 2019-12-31 | $3.7M | 66k | 56.63 |
| 2019-09-30 | $3.5M | 61k | 56.76 |
| 2019-06-30 | $3.4M | 61k | 56.31 |
| 2019-03-31 | $1.1M | 19k | 55.00 |
More positions owned by Mason Investment Advisory Services
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