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Schwab Strategic Tr 0 shares owned by Wealth Management Solutions

Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by Wealth Management Solutions from 13F filings

Historical chart of Wealth Management Solutions investment in Schwab Strategic Tr 0

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr 0 by Wealth Management Solutions

Quarter filed Position value Share count Share price at filing
2023-09-30 $791k 16k 50.49
2023-06-30 $865k 17k 52.43
2023-03-31 $3.1M 57k 53.61
2022-12-31 $15M 292k 51.79
2022-09-30 $15M 297k 51.80
2022-06-30 $15M 269k 55.80
2022-03-31 $7.6M 125k 60.71

More positions owned by Wealth Management Solutions

Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Msci Usa Mmentm (MTUM)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard World Fds Health Car Etf (VHT)
Vaneck Etf Trust Ig Floating Rate (FLTR)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Johnson & Johnson (JNJ)
Ishares Tr Core S&p Scp Etf (IJR)
Nfj Dividend Interest (NFJ)
Microsoft Corporation (MSFT)

View all positions for Wealth Management Solutions

Top funds holding Schwab Strategic Tr 0

Charles Schwab Investment Advisory
Empower Advisory Group
Quadratic Capital Management
Sei Investments
Ing Investment Management
Jpmorgan Chase & Co
Goldman Sachs Group
Alliancebernstein
Jasper Ridge Partners
HPM Partners
Evoke Wealth
Charles Schwab Investment Management
Alesco Advisors
Central Trust & Investment
Perella Weinberg Partners Capital Management

View all funds holding Schwab Strategic Tr 0