Schwab Strategic Tr 0 shares owned by Octavia Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by Octavia Wealth Advisors
from 13F filings
Historical chart of Octavia Wealth Advisors investment in Schwab Strategic Tr 0
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr 0 held by Octavia Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab Strategic Tr 0 by Octavia Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $490k | 18k | 26.95 |
| 2025-06-30 | $481k | 18k | 26.68 |
| 2025-03-31 | $252k | 9.4k | 26.89 |
| 2024-12-31 | $242k | 9.4k | 25.83 |
| 2024-09-30 | $299k | 5.6k | 53.63 |
| 2024-06-30 | $293k | 5.6k | 52.01 |
| 2024-03-31 | $293k | 5.6k | 52.16 |
| 2023-12-31 | $559k | 11k | 52.20 |
| 2023-09-30 | $330k | 6.5k | 50.49 |
| 2023-06-30 | $344k | 6.6k | 52.43 |
| 2023-03-31 | $347k | 6.5k | 53.61 |
| 2022-12-31 | $418k | 8.1k | 51.79 |
| 2022-09-30 | $511k | 9.9k | 51.79 |
| 2022-06-30 | $597k | 11k | 55.71 |
| 2022-03-31 | $7.1M | 117k | 60.71 |
| 2021-12-31 | $7.2M | 115k | 62.89 |
| 2021-09-30 | $6.1M | 98k | 62.49 |