Schwab Strategic Tr 0 shares owned by Valtinson Bruner Financial Planning
Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by Valtinson Bruner Financial Planning
from 13F filings
Historical chart of Valtinson Bruner Financial Planning investment in Schwab Strategic Tr 0
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Quarterly reported holdings in Schwab Strategic Tr 0 by Valtinson Bruner Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $225k | 4.3k | 52.16 |
| 2023-12-31 | $208k | 4.0k | 52.20 |
| 2023-09-30 | $5.7M | 113k | 50.49 |
| 2023-06-30 | $5.4M | 102k | 52.43 |
| 2023-03-31 | $3.4M | 63k | 53.61 |
| 2022-12-31 | $3.3M | 63k | 52.81 |
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