Schwab Strategic Tr 0 shares owned by Perfromance Wealth Partners
Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by Perfromance Wealth Partners
from 13F filings
Historical chart of Perfromance Wealth Partners investment in Schwab Strategic Tr 0
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Quarterly reported holdings in Schwab Strategic Tr 0 by Perfromance Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.8M | 142k | 26.95 |
| 2025-06-30 | $3.9M | 147k | 26.68 |
| 2025-03-31 | $4.1M | 152k | 26.89 |
| 2024-12-31 | $4.0M | 154k | 25.83 |
| 2024-09-30 | $4.5M | 84k | 53.63 |
| 2024-06-30 | $4.4M | 85k | 52.01 |
| 2024-03-31 | $4.6M | 88k | 52.16 |
| 2023-12-31 | $5.5M | 106k | 52.20 |
| 2023-09-30 | $5.4M | 108k | 50.49 |
| 2023-06-30 | $3.6M | 70k | 51.91 |
| 2023-03-31 | $1.0M | 19k | 53.61 |
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