Schwab Strategic Tr 0 shares owned by Sontag Advisory
Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by Sontag Advisory
from 13F filings
Historical chart of Sontag Advisory investment in Schwab Strategic Tr 0
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Quarterly reported holdings in Schwab Strategic Tr 0 by Sontag Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $13M | 246k | 53.63 |
| 2024-06-30 | $13M | 253k | 52.01 |
| 2024-03-31 | $9.5M | 182k | 52.16 |
| 2023-12-31 | $11M | 202k | 52.20 |
| 2023-09-30 | $13M | 259k | 50.49 |
| 2023-06-30 | $16M | 296k | 52.43 |
| 2023-03-31 | $16M | 295k | 53.61 |
| 2022-12-31 | $16M | 305k | 51.79 |
| 2022-09-30 | $12M | 237k | 51.80 |
| 2022-06-30 | $14M | 249k | 55.80 |
| 2022-03-31 | $11M | 174k | 60.71 |
| 2021-12-31 | $9.7M | 154k | 62.89 |
| 2021-09-30 | $9.0M | 143k | 62.58 |
| 2021-06-30 | $9.2M | 146k | 62.51 |
| 2021-03-31 | $10M | 167k | 61.16 |
| 2020-12-31 | $11M | 181k | 62.08 |
| 2020-03-31 | $6.1M | 107k | 57.51 |