Schwab Strategic Tr 0 shares owned by Wealth Management Resources
Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by Wealth Management Resources
from 13F filings
Historical chart of Wealth Management Resources investment in Schwab Strategic Tr 0
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Quarterly reported holdings in Schwab Strategic Tr 0 by Wealth Management Resources
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $225k | 8.3k | 26.95 |
| 2025-06-30 | $265k | 9.9k | 26.68 |
| 2025-03-31 | $284k | 11k | 26.89 |
| 2024-12-31 | $273k | 11k | 25.83 |
| 2024-09-30 | $566k | 11k | 53.63 |
| 2024-06-30 | $1.2M | 22k | 52.01 |
| 2024-03-31 | $12M | 227k | 52.16 |
| 2023-12-31 | $12M | 222k | 52.20 |
| 2023-09-30 | $10M | 202k | 50.49 |
| 2023-06-30 | $9.6M | 183k | 52.51 |
| 2023-03-31 | $1.1M | 21k | 53.61 |
| 2022-12-31 | $1.2M | 22k | 51.79 |
| 2022-09-30 | $1.3M | 25k | 51.74 |
| 2022-06-30 | $134k | 24k | 5.59 |
| 2022-03-31 | $2.1M | 35k | 60.72 |
| 2021-12-31 | $3.0M | 48k | 62.90 |
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