Schwab Strategic Tr 0 shares owned by TrueWealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by TrueWealth Advisors
from 13F filings
Historical chart of TrueWealth Advisors investment in Schwab Strategic Tr 0
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Quarterly reported holdings in Schwab Strategic Tr 0 by TrueWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.9M | 35k | 53.63 |
| 2024-06-30 | $1.8M | 35k | 52.01 |
| 2024-03-31 | $2.0M | 39k | 52.16 |
| 2023-12-31 | $2.1M | 41k | 52.20 |
| 2023-09-30 | $2.1M | 42k | 50.49 |
| 2023-06-30 | $2.1M | 41k | 52.43 |
| 2023-03-31 | $2.0M | 38k | 53.61 |
| 2022-12-31 | $1.5M | 30k | 51.79 |
| 2022-09-30 | $1.2M | 23k | 51.79 |
| 2022-06-30 | $569k | 10k | 55.81 |
| 2022-03-31 | $471k | 8.1k | 58.11 |