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Schwab Strategic Tr 0 shares owned by Sheets Smith Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by Sheets Smith Wealth Management from 13F filings

Historical chart of Sheets Smith Wealth 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 Sheets Smith Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr 0 by Sheets Smith Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $487k 9.3k 52.20
2023-09-30 $1.0M 21k 50.49
2023-06-30 $1.2M 23k 52.43
2023-03-31 $1.2M 54 22836.87
2022-12-31 $1.3M 25k 51.79
2022-09-30 $2.1M 40k 51.79
2022-06-30 $2.2M 39k 55.79
2022-03-31 $1.3M 22k 60.71
2021-12-31 $1.4M 22k 62.87
2021-09-30 $1.4M 22k 62.58
2021-06-30 $1.4M 22k 62.49
2021-03-31 $2.4M 39k 61.15
2020-12-31 $2.6M 41k 62.09
2011-12-31 $1.0M 19k 55.65
2011-09-30 $1.0M 19k 54.43
2011-06-30 $983k 19k 52.61
2011-03-31 $934k 18k 51.34