Schwab Strategic Tr 0 shares owned by Plum Street Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by Plum Street Advisors
from 13F filings
Historical chart of Plum Street Advisors investment in Schwab Strategic Tr 0
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Quarterly reported holdings in Schwab Strategic Tr 0 by Plum Street Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $871k | 32k | 26.95 |
| 2025-06-30 | $870k | 33k | 26.68 |
| 2025-03-31 | $962k | 36k | 26.89 |
| 2024-12-31 | $962k | 37k | 25.83 |
| 2024-09-30 | $1.1M | 21k | 53.63 |
| 2024-06-30 | $1.3M | 25k | 52.01 |
| 2024-03-31 | $1.1M | 21k | 53.63 |
| 2023-12-31 | $2.0M | 38k | 52.20 |