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Schwab Strategic Tr 0 shares owned by Procyon Private Wealth Partners

Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by Procyon Private Wealth Partners from 13F filings

Historical chart of Procyon Private Wealth Partners investment in Schwab Strategic Tr 0

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr 0 held by Procyon Private Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr 0 by Procyon Private Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $8.4M 317k 26.49
2025-09-30 $8.7M 323k 26.95
2020-06-30 $59k 991 59.54
2020-03-31 $54k 934 57.82
2019-12-31 $49k 857 57.18

More positions owned by Procyon Private Wealth Partners

Vanguard World Mega Cap Index (MGC)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust State Street Spd (SPYM)
Apple (AAPL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Ttl Stk (ITOT)
Spdr Series Trust State Street Spd (SPBO)
Microsoft Corporation (MSFT)
Capital Group Dividend Value Shs Creation Uni (CGDV)
American Centy Etf Tr Us Quality Grow (QGRO)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for Procyon Private Wealth Partners

Top funds holding Schwab Strategic Tr 0

Empower Advisory Group
Wealthfront Advisers
Municipal Employees' Retirement System of Michigan
Quadratic Capital Management
Jpmorgan Chase & Co
Sei Investments
Ing Investment Management
HPM Partners
Evoke Wealth
Alliancebernstein
Central Trust & Investment
Nepc
Elm Partners Management
Us Bancorp
Alesco Advisors

View all funds holding Schwab Strategic Tr 0