Schwab Strategic Tr 0 shares owned by Theory Financial
Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by Theory Financial
from 13F filings
Historical chart of Theory Financial investment in Schwab Strategic Tr 0
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Quarterly reported holdings in Schwab Strategic Tr 0 by Theory Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.1M | 299k | 27.05 |
| 2025-06-30 | $7.7M | 291k | 26.60 |
| 2025-03-31 | $6.7M | 248k | 26.89 |
| 2024-12-31 | $6.3M | 242k | 25.83 |
| 2024-09-30 | $6.1M | 231k | 26.31 |
| 2024-06-30 | $5.8M | 111k | 52.01 |
| 2024-03-31 | $6.2M | 119k | 52.16 |
| 2023-12-31 | $6.5M | 124k | 52.20 |
| 2023-09-30 | $6.2M | 124k | 50.49 |
| 2023-06-30 | $6.6M | 127k | 52.43 |
| 2023-03-31 | $7.2M | 134k | 53.61 |
| 2022-12-31 | $6.4M | 124k | 51.79 |
| 2022-06-30 | $6.5M | 116k | 56.16 |
| 2022-03-31 | $12M | 204k | 60.71 |
| 2021-12-31 | $14M | 215k | 62.89 |