Truewealth »

Schwab Strategic Tr 0 shares owned by Truewealth

Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by Truewealth from 13F filings

Historical chart of Truewealth investment in Schwab Strategic Tr 0

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr 0 by Truewealth

Quarter filed Position value Share count Share price at filing
2020-06-30 $953k 16k 60.02
2020-03-31 $913k 16k 57.50
2019-12-31 $85k 1.5k 56.63
2019-06-30 $1.0k 10 100.00

More positions owned by Truewealth

Coca-Cola Company (KO)
Ishares Tr Core S&p500 Etf (IVV)
Home Depot (HD)
Apple (AAPL)
Lockheed Martin Corporation (LMT)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Tax-managed Fds Ftse Dev Mkt Etf (VEA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Rus 1000 Etf (IWB)

View all positions for Truewealth

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