Personal Resources Investment & Strategic Management »

Schwab Strategic Tr 0 shares owned by Personal Resources Investment & Strategic Management

Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by Personal Resources Investment & Strategic Management from 13F filings

Historical chart of Personal Resources Investment & Strategic 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 Personal Resources Investment & Strategic Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr 0 by Personal Resources Investment & Strategic Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $360k 6.9k 52.16
2023-12-31 $338k 6.5k 52.20
2023-09-30 $321k 6.4k 50.49
2023-06-30 $408k 7.8k 52.43
2023-03-31 $423k 7.9k 53.61
2022-12-31 $458k 8.8k 51.79
2022-09-30 $384k 7.4k 51.84
2022-06-30 $381k 6.8k 55.77
2022-03-31 $428k 7.0k 60.75
2021-12-31 $427k 6.8k 62.89
2021-09-30 $418k 6.7k 62.55
2021-06-30 $411k 6.6k 62.54
2021-03-31 $390k 6.4k 61.10
2020-12-31 $270k 4.4k 62.07
2020-06-30 $223k 3.7k 59.99