Schwab Strategic Tr 0 shares owned by Simplicity Wealth
Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by Simplicity Wealth
from 13F filings
Historical chart of Simplicity Wealth investment in Schwab Strategic Tr 0
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr 0 held by Simplicity Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab Strategic Tr 0 by Simplicity Wealth
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $269k | 5.0k | 53.63 |
2024-06-30 | $245k | 4.7k | 52.01 |
2024-03-31 | $463k | 8.9k | 52.16 |
2023-09-30 | $400k | 7.9k | 50.49 |
2022-09-30 | $919k | 18k | 51.80 |
2022-06-30 | $1.0M | 18k | 55.82 |
2022-03-31 | $2.5M | 41k | 60.70 |
2021-12-31 | $5.5M | 88k | 62.89 |