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Schwab Strategic Tr 0 shares owned by SHP Wealth Management

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

Historical chart of SHP 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 SHP 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 SHP Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $417k 16k 26.50
2026-03-31 $173k 6.5k 26.61
2025-12-31 $69k 2.6k 26.49

More positions owned by SHP Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core S&p Us Gwt (IUSG)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Fidelity Covington Trust Enhanced Large (FELC)
J P Morgan Exchange Traded F Equity Premium (JEPI)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)
Ishares Tr High Yld Systm B (HYDB)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Fidelity Covington Trust High Divid Etf (FDVV)

View all positions for SHP Wealth Management

Top funds holding Schwab Strategic Tr 0

Empower Advisory Group
Wealthfront Advisers
Jpmorgan Chase & Co
Municipal Employees' Retirement System of Michigan
Sei Investments
MAI Wealth Advisors
HPM Partners
Lincoln National
Alliancebernstein
Ing Investment Management
Virginia Estate & Retirement Planning Advisors
Nepc
Central Trust & Investment
Quadratic Capital Management
Alesco Advisors

View all funds holding Schwab Strategic Tr 0