Schwab Strategic Tr 0 shares owned by Morningstar Investment Services
Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by Morningstar Investment Services
from 13F filings
Historical chart of Morningstar Investment Services investment in Schwab Strategic Tr 0
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Quarterly reported holdings in Schwab Strategic Tr 0 by Morningstar Investment Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $26M | 487k | 53.67 |
| 2024-03-31 | $14M | 270k | 52.16 |
| 2023-12-31 | $28M | 543k | 52.24 |
| 2023-09-30 | $15M | 294k | 50.61 |
| 2023-06-30 | $16M | 296k | 52.29 |
| 2023-03-31 | $21M | 388k | 53.33 |
| 2022-12-31 | $21M | 395k | 51.99 |
| 2022-09-30 | $21M | 400k | 52.49 |
| 2022-06-30 | $23M | 412k | 55.89 |
| 2022-03-31 | $41M | 669k | 60.86 |
| 2021-12-31 | $72M | 1.1M | 62.89 |
| 2021-09-30 | $73M | 1.2M | 62.51 |
| 2021-06-30 | $80M | 1.3M | 62.43 |
| 2021-03-31 | $65M | 1.1M | 61.12 |
| 2020-12-31 | $65M | 1.0M | 62.08 |
| 2020-09-30 | $72M | 1.2M | 61.78 |
| 2020-06-30 | $63M | 1.0M | 60.12 |
| 2020-03-31 | $59M | 1.0M | 57.63 |
| 2019-12-31 | $42M | 741k | 56.63 |
| 2019-09-30 | $41M | 719k | 56.75 |
| 2019-06-30 | $39M | 687k | 56.31 |
| 2019-03-31 | $41M | 738k | 55.00 |
| 2018-12-31 | $39M | 730k | 53.25 |
| 2018-09-30 | $41M | 765k | 53.96 |
| 2018-06-30 | $40M | 725k | 54.91 |
| 2018-03-31 | $40M | 732k | 54.88 |
| 2017-12-31 | $33M | 593k | 55.43 |
| 2017-09-30 | $28M | 500k | 55.26 |
| 2017-06-30 | $24M | 428k | 55.06 |
| 2017-03-31 | $20M | 359k | 55.53 |
| 2016-12-31 | $19M | 339k | 54.84 |
| 2016-09-30 | $18M | 316k | 57.08 |
| 2016-06-30 | $12M | 205k | 56.80 |
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