Schwab Strategic Tr 0 shares owned by Peak Financial Management
Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by Peak Financial Management
from 13F filings
Historical chart of Peak Financial Management investment in Schwab Strategic Tr 0
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr 0 held by Peak Financial Management 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 Peak Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $12M | 235k | 52.16 |
| 2023-12-31 | $12M | 231k | 52.20 |
| 2023-09-30 | $12M | 245k | 50.49 |
| 2023-06-30 | $12M | 224k | 52.43 |
| 2023-03-31 | $12M | 221k | 53.61 |
| 2022-12-31 | $11M | 218k | 51.79 |
| 2022-09-30 | $11M | 220k | 51.80 |
| 2022-06-30 | $12M | 221k | 55.80 |
| 2022-03-31 | $13M | 216k | 60.71 |
| 2021-12-31 | $13M | 202k | 62.89 |
| 2021-09-30 | $12M | 199k | 62.58 |
| 2021-06-30 | $12M | 192k | 62.51 |
| 2021-03-31 | $11M | 181k | 61.16 |
| 2020-12-31 | $10M | 160k | 62.08 |
| 2020-09-30 | $9.2M | 150k | 61.63 |
| 2020-06-30 | $8.5M | 141k | 60.02 |
| 2020-03-31 | $8.6M | 150k | 57.51 |
| 2019-12-31 | $8.5M | 150k | 56.63 |
| 2019-09-30 | $8.3M | 146k | 56.76 |
| 2019-06-30 | $8.0M | 141k | 56.31 |
| 2019-03-31 | $7.6M | 138k | 55.00 |
| 2018-12-31 | $7.6M | 142k | 53.25 |
| 2018-09-30 | $8.2M | 153k | 53.96 |
| 2018-06-30 | $8.0M | 146k | 54.91 |
| 2018-03-31 | $7.7M | 140k | 54.88 |
| 2017-12-31 | $6.6M | 119k | 55.43 |
| 2017-09-30 | $2.7M | 49k | 55.25 |