Schwab Strategic Tr 0 shares owned by Wealthsource Partners
Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by Wealthsource Partners
from 13F filings
Historical chart of Wealthsource Partners investment in Schwab Strategic Tr 0
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Quarterly reported holdings in Schwab Strategic Tr 0 by Wealthsource Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $376k | 7.2k | 52.20 |
| 2023-09-30 | $219k | 4.3k | 50.49 |
| 2023-06-30 | $225k | 4.3k | 52.43 |
| 2023-03-31 | $229k | 4.3k | 53.61 |
| 2022-12-31 | $221k | 4.3k | 51.79 |
| 2022-09-30 | $230k | 4.4k | 51.80 |
| 2022-06-30 | $209k | 3.8k | 55.70 |
| 2022-03-31 | $667k | 11k | 60.72 |
| 2021-12-31 | $708k | 11k | 62.93 |
| 2021-09-30 | $684k | 11k | 62.57 |
| 2021-06-30 | $270k | 4.3k | 62.62 |
| 2021-03-31 | $249k | 4.1k | 61.13 |
| 2020-12-31 | $246k | 4.0k | 62.17 |
| 2020-09-30 | $213k | 3.5k | 61.56 |
| 2019-09-30 | $478k | 8.4k | 56.70 |
| 2019-06-30 | $527k | 9.4k | 56.27 |
| 2019-03-31 | $1.1M | 21k | 55.00 |
| 2018-12-31 | $1.5M | 29k | 53.26 |
| 2018-09-30 | $1.5M | 29k | 53.95 |
| 2018-06-30 | $1.6M | 28k | 54.91 |
| 2018-03-31 | $1.7M | 31k | 55.52 |
| 2017-12-31 | $5.0M | 90k | 55.44 |
| 2017-09-30 | $1.8M | 32k | 55.25 |
| 2017-06-30 | $1.7M | 31k | 55.07 |
| 2017-03-31 | $1.7M | 31k | 55.52 |
| 2016-12-31 | $310k | 5.7k | 54.76 |