Schwab Strategic Tr 0 shares owned by OLIO Financial Planning
Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by OLIO Financial Planning
from 13F filings
Historical chart of OLIO Financial Planning investment in Schwab Strategic Tr 0
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Quarterly reported holdings in Schwab Strategic Tr 0 by OLIO Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.6M | 70k | 52.24 |
| 2023-12-31 | $3.6M | 70k | 52.24 |
| 2023-09-30 | $4.0M | 80k | 50.49 |
| 2023-06-30 | $4.4M | 84k | 52.43 |
| 2023-03-31 | $5.4M | 100k | 53.61 |
| 2022-12-31 | $7.2M | 139k | 51.79 |
| 2022-09-30 | $9.7M | 186k | 51.80 |
| 2022-06-30 | $11M | 198k | 55.80 |
| 2022-03-31 | $12M | 199k | 60.71 |
| 2021-12-31 | $13M | 207k | 62.89 |