Schwab Strategic Tr 0 shares owned by MPS Loria Financial Planners
Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by MPS Loria Financial Planners
from 13F filings
Historical chart of MPS Loria Financial Planners investment in Schwab Strategic Tr 0
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Quarterly reported holdings in Schwab Strategic Tr 0 by MPS Loria Financial Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 404k | 26.95 |
| 2025-06-30 | $11M | 392k | 26.68 |
| 2025-03-31 | $11M | 390k | 26.89 |
| 2024-12-31 | $4.1M | 160k | 25.83 |
| 2024-09-30 | $4.2M | 78k | 53.63 |
| 2024-06-30 | $4.0M | 77k | 52.01 |
| 2024-03-31 | $3.7M | 72k | 52.16 |
More positions owned by MPS Loria Financial Planners
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