Schwab Strategic Tr 0 shares owned by Walkner Condon Financial Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by Walkner Condon Financial Advisors
from 13F filings
Historical chart of Walkner Condon Financial Advisors investment in Schwab Strategic Tr 0
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Quarterly reported holdings in Schwab Strategic Tr 0 by Walkner Condon Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $657k | 25k | 25.83 |
| 2024-09-30 | $735k | 14k | 53.63 |
| 2024-06-30 | $800k | 15k | 52.01 |
| 2024-03-31 | $970k | 19k | 52.16 |
| 2023-12-31 | $1.1M | 21k | 52.20 |
| 2023-09-30 | $1.3M | 26k | 50.49 |
| 2023-06-30 | $1.4M | 26k | 52.43 |
| 2023-03-31 | $1.6M | 30k | 53.61 |
| 2022-12-31 | $1.8M | 34k | 51.79 |
| 2022-09-30 | $2.7M | 52k | 51.80 |
| 2022-06-30 | $3.3M | 59k | 55.81 |
| 2022-03-31 | $3.9M | 64k | 60.70 |
| 2021-12-31 | $5.7M | 91k | 62.89 |
| 2021-03-31 | $3.9M | 64k | 61.17 |
| 2020-12-31 | $3.9M | 62k | 62.08 |
| 2020-09-30 | $2.2M | 35k | 61.64 |
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