Schwab Strategic Tr 0 shares owned by ProVise Management Group
Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by ProVise Management Group
from 13F filings
Historical chart of ProVise Management Group investment in Schwab Strategic Tr 0
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Quarterly reported holdings in Schwab Strategic Tr 0 by ProVise Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $272k | 5.4k | 50.49 |
| 2023-06-30 | $373k | 7.0k | 53.61 |
| 2023-03-31 | $373k | 7.0k | 53.61 |
| 2022-12-31 | $361k | 7.0k | 51.79 |
| 2022-09-30 | $407k | 7.8k | 51.85 |
| 2022-06-30 | $445k | 8.0k | 55.79 |
| 2022-03-31 | $484k | 8.0k | 60.67 |
| 2021-12-31 | $502k | 8.0k | 62.93 |
| 2021-09-30 | $768k | 12k | 62.56 |
| 2021-06-30 | $767k | 12k | 62.47 |
| 2021-03-31 | $751k | 12k | 61.17 |
| 2020-12-31 | $762k | 12k | 62.07 |
| 2020-09-30 | $763k | 12k | 61.62 |
| 2020-06-30 | $725k | 12k | 60.01 |
| 2020-03-31 | $344k | 6.0k | 57.57 |
| 2019-12-31 | $464k | 8.2k | 56.59 |
| 2019-09-30 | $516k | 9.1k | 56.78 |
| 2019-06-30 | $600k | 11k | 56.34 |
| 2019-03-31 | $604k | 11k | 55.03 |
| 2018-12-31 | $604k | 11k | 53.24 |
| 2018-09-30 | $612k | 11k | 53.94 |
| 2018-06-30 | $623k | 11k | 54.91 |
| 2018-03-31 | $623k | 11k | 54.91 |
| 2017-12-31 | $593k | 11k | 55.42 |
| 2017-09-30 | $592k | 11k | 55.33 |
| 2017-06-30 | $554k | 10k | 55.12 |
| 2017-03-31 | $486k | 8.8k | 55.54 |
| 2013-06-30 | $1.8M | 34k | 53.81 |