Schwab Strategic Tr 0 shares owned by Phillips Financial Management
Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by Phillips Financial Management
from 13F filings
Historical chart of Phillips Financial Management investment in Schwab Strategic Tr 0
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Quarterly reported holdings in Schwab Strategic Tr 0 by Phillips Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.9M | 109k | 26.95 |
| 2025-06-30 | $2.6M | 96k | 26.68 |
| 2025-03-31 | $2.5M | 91k | 26.89 |
| 2024-12-31 | $2.3M | 87k | 25.83 |
| 2024-09-30 | $1.7M | 31k | 53.63 |
| 2024-06-30 | $913k | 18k | 52.01 |
| 2024-03-31 | $860k | 17k | 52.16 |
| 2023-12-31 | $709k | 14k | 52.20 |
| 2023-09-30 | $679k | 14k | 50.49 |
| 2023-06-30 | $641k | 12k | 52.43 |
| 2023-03-31 | $652k | 12k | 53.61 |
| 2022-12-31 | $603k | 12k | 51.79 |
| 2022-09-30 | $575k | 11k | 51.78 |
| 2022-03-31 | $451k | 7.4k | 60.68 |
More positions owned by Phillips Financial Management
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