Schwab Strategic Tr 0 shares owned by TrinityPoint Wealth
Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by TrinityPoint Wealth
from 13F filings
Historical chart of TrinityPoint Wealth investment in Schwab Strategic Tr 0
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Quarterly reported holdings in Schwab Strategic Tr 0 by TrinityPoint Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.4M | 46k | 52.20 |
| 2023-09-30 | $3.5M | 69k | 50.49 |
| 2023-06-30 | $3.6M | 69k | 52.43 |
| 2023-03-31 | $3.6M | 66k | 53.61 |
| 2022-12-31 | $3.3M | 63k | 51.79 |
| 2022-09-30 | $3.7M | 72k | 51.79 |
| 2022-06-30 | $4.0M | 72k | 55.79 |
| 2022-03-31 | $4.3M | 72k | 60.71 |
| 2021-12-31 | $4.4M | 71k | 62.89 |
| 2021-09-30 | $4.4M | 70k | 62.59 |
| 2021-06-30 | $4.4M | 70k | 62.51 |
| 2021-03-31 | $4.3M | 70k | 61.16 |
| 2020-12-31 | $4.2M | 68k | 62.24 |
| 2020-09-30 | $4.1M | 67k | 61.64 |
| 2020-06-30 | $3.9M | 64k | 60.02 |
| 2020-03-31 | $3.6M | 63k | 57.51 |
| 2019-12-31 | $3.5M | 62k | 56.63 |
| 2019-09-30 | $3.5M | 61k | 56.62 |