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Schwab Strategic Tr 0 shares owned by Oak Harbor Wealth Partners

Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by Oak Harbor Wealth Partners from 13F filings

Historical chart of Oak Harbor Wealth Partners investment in Schwab Strategic Tr 0

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr 0 held by Oak Harbor Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr 0 by Oak Harbor Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $477 18 26.50
2022-03-31 $10k 163 61.35
2021-12-31 $57k 914 62.36

More positions owned by Oak Harbor Wealth Partners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Caterpillar (CAT)
Lincoln National Corporation (LNC)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Penumbra (PEN)
Alphabet Cap Stk Cl C (GOOG)
Costco Wholesale Corporation (COST)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Scp Etf (IJR)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)

View all positions for Oak Harbor Wealth Partners

Top funds holding Schwab Strategic Tr 0

Empower Advisory Group
Wealthfront Advisers
Municipal Employees' Retirement System of Michigan
Quadratic Capital Management
Jpmorgan Chase & Co
Sei Investments
Ing Investment Management
HPM Partners
Evoke Wealth
Alliancebernstein
Central Trust & Investment
Nepc
Elm Partners Management
Us Bancorp
Alesco Advisors

View all funds holding Schwab Strategic Tr 0