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
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Quarterly reported holdings in Schwab Strategic Tr 0 by Simplicity Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $2.4M | 89k | 26.50 |
| 2026-03-31 | $780k | 29k | 26.61 |
| 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 |