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Schwab Strategic Tr 0 shares owned by Soltis Investment Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by Soltis Investment Advisors from 13F filings

Historical chart of Soltis Investment Advisors investment in Schwab Strategic Tr 0

Jan 2020Jul 2020Jan 2021Jul 2021Jan 2022Jul 2022Jan 2023Jul 2023Jan 2024Jul 20240.5M1M1.5M2M2.5M10k20k30k40k50k
Value ($)Share countHistorical SCHP position of Soltis Investment Advisors Source: stockzoa.comValue ($)Share count

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All positions including Schwab Strategic Tr 0 held by Soltis Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr 0 by Soltis Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.9M 35k 53.63
2024-06-30 $2.2M 42k 52.01
2024-03-31 $2.0M 39k 52.16
2023-12-31 $1.9M 37k 52.20
2023-09-30 $2.5M 50k 50.49
2023-06-30 $2.5M 47k 52.43
2023-03-31 $2.5M 46k 53.61
2022-12-31 $2.0M 39k 51.79
2022-09-30 $1.1M 22k 51.78
2022-06-30 $1.2M 22k 55.78
2022-03-31 $1.2M 20k 60.71
2021-12-31 $1.8M 29k 62.90
2021-09-30 $1.8M 28k 62.59
2021-06-30 $1.8M 29k 62.52
2021-03-31 $2.0M 32k 61.17
2020-12-31 $1.9M 30k 62.08
2020-09-30 $1.9M 30k 61.64
2020-06-30 $465k 7.8k 59.96
2020-03-31 $412k 7.2k 57.52
2019-12-31 $304k 5.4k 56.60