Schwab Strategic Tr 0 shares owned by Strategic Financial Concepts
Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by Strategic Financial Concepts
from 13F filings
Historical chart of Strategic Financial Concepts investment in Schwab Strategic Tr 0
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All positions including Schwab Strategic Tr 0 held by Strategic Financial Concepts consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab Strategic Tr 0 by Strategic Financial Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $843k | 31k | 26.95 |
| 2025-06-30 | $835k | 31k | 26.68 |
| 2025-03-31 | $621k | 23k | 26.89 |
| 2024-12-31 | $455k | 18k | 25.83 |
| 2024-09-30 | $461k | 8.6k | 53.63 |
| 2024-06-30 | $8.0M | 417k | 19.09 |
| 2024-03-31 | $398k | 7.6k | 52.16 |
| 2023-09-30 | $276k | 5.5k | 50.49 |
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