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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

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr 0 by Strategic Financial Concepts

Quarter filed Position value Share count Share price at filing
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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Vanguard Specialized Funds Div App Etf (VIG)
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Tesla Motors (TSLA)
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View all positions for Strategic Financial Concepts

Top funds holding Schwab Strategic Tr 0

Empower Advisory Group
Quadratic Capital Management
Jpmorgan Chase & Co
Sei Investments
Ing Investment Management
Lincoln National
HPM Partners
Jasper Ridge Partners
Alliancebernstein
Central Trust & Investment
Nepc
Alesco Advisors
Goldman Sachs Group
Evoke Wealth
ARGI Investment Services

View all funds holding Schwab Strategic Tr 0