Schwab Strategic Tr 0 shares owned by Walter & Keenan Financial Consulting
Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by Walter & Keenan Financial Consulting
from 13F filings
Historical chart of Walter & Keenan Financial Consulting investment in Schwab Strategic Tr 0
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Quarterly reported holdings in Schwab Strategic Tr 0 by Walter & Keenan Financial Consulting
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $780k | 29k | 26.95 |
| 2025-06-30 | $698k | 26k | 26.68 |
| 2025-03-31 | $744k | 28k | 26.89 |
| 2024-12-31 | $714k | 28k | 25.83 |
| 2024-09-30 | $617k | 12k | 53.63 |
| 2024-06-30 | $617k | 12k | 52.01 |
| 2024-03-31 | $682k | 13k | 52.16 |
| 2023-12-31 | $727k | 14k | 52.20 |
| 2023-09-30 | $817k | 16k | 50.49 |
| 2023-06-30 | $643k | 12k | 52.43 |
| 2023-03-31 | $710k | 13k | 53.61 |
| 2022-12-31 | $604k | 12k | 51.79 |
| 2022-09-30 | $641k | 12k | 51.82 |
| 2022-06-30 | $660k | 12k | 55.84 |
| 2022-03-31 | $590k | 9.7k | 60.71 |
| 2021-12-31 | $611k | 9.7k | 62.87 |
| 2021-09-30 | $610k | 9.7k | 62.57 |
| 2021-06-30 | $649k | 10k | 62.51 |
| 2021-03-31 | $635k | 10k | 61.16 |
| 2020-12-31 | $531k | 8.6k | 62.09 |
| 2020-09-30 | $533k | 8.7k | 61.62 |
| 2020-06-30 | $519k | 8.7k | 60.00 |
| 2019-12-31 | $301k | 5.3k | 56.70 |
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