Schwab Strategic Tr 0 shares owned by WealthPlan Investment Management
Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by WealthPlan Investment Management
from 13F filings
Historical chart of WealthPlan Investment Management investment in Schwab Strategic Tr 0
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Quarterly reported holdings in Schwab Strategic Tr 0 by WealthPlan Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $530k | 20k | 26.95 |
| 2025-06-30 | $533k | 20k | 26.68 |
| 2025-03-31 | $551k | 21k | 26.89 |
| 2024-12-31 | $553k | 21k | 25.83 |
| 2023-09-30 | $2.9M | 57k | 50.49 |
| 2023-06-30 | $1.9k | 37 | 52.43 |
| 2023-03-31 | $317k | 5.9k | 53.61 |
| 2022-12-31 | $1.3M | 25k | 52.44 |
| 2022-09-30 | $16M | 280k | 55.34 |
| 2022-03-31 | $1.2M | 20k | 59.13 |
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