Schwab Strategic Tr 0 shares owned by Summit Trail Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by Summit Trail Advisors
from 13F filings
Historical chart of Summit Trail Advisors investment in Schwab Strategic Tr 0
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr 0 held by Summit Trail Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab Strategic Tr 0 by Summit Trail Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $8.4M | 161k | 52.16 |
| 2023-12-31 | $9.1M | 174k | 52.20 |
| 2023-09-30 | $7.1M | 141k | 50.49 |
| 2023-06-30 | $6.2M | 119k | 52.43 |
| 2023-03-31 | $3.9M | 73k | 53.61 |
| 2022-12-31 | $8.9M | 171k | 51.79 |
| 2022-09-30 | $3.1M | 61k | 51.81 |
| 2022-06-30 | $2.9M | 52k | 55.80 |