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Schwab Strategic Tr 0 shares owned by Waterloo Capital

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

Historical chart of Waterloo Capital investment in Schwab Strategic Tr 0

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr 0 by Waterloo Capital

Quarter filed Position value Share count Share price at filing
2025-12-31 $227k 8.6k 26.49
2020-03-31 $855k 15k 57.51

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Apple (AAPL)
Aptus Collared Investment Opportunity Etf Aptus Collrd Inv (ACIO)
Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)
Ishares Russell 1000 Value Etf Rus 1000 Val Etf (IWD)
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Invesco S&p 500 Equal Weight Etf S&p500 Eql Wgt (RSP)
Fidelity Enhanced International Etf Enhanced Intl (FENI)
Aptus International Enhanced Yield Aptus En Intl Yld (IDUB)
Microsoft Corporation (MSFT)
Jpmorgan Core Plus Bond Etf Core Plus Bd Etf (JCPB)
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)
Aptus Defined Risk Etf Aptus Defined (DRSK)

View all positions for Waterloo Capital

Top funds holding Schwab Strategic Tr 0

Empower Advisory Group
Wealthfront Advisers
Municipal Employees' Retirement System of Michigan
Quadratic Capital Management
Jpmorgan Chase & Co
Sei Investments
Ing Investment Management
HPM Partners
Evoke Wealth
Alliancebernstein
Central Trust & Investment
Nepc
Elm Partners Management
Us Bancorp
Alesco Advisors

View all funds holding Schwab Strategic Tr 0