Schwab Strategic Tr 0 shares owned by Willow Creek Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by Willow Creek Wealth Management
from 13F filings
Historical chart of Willow Creek Wealth Management investment in Schwab Strategic Tr 0
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Quarterly reported holdings in Schwab Strategic Tr 0 by Willow Creek Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $42M | 1.5M | 26.95 |
| 2025-06-30 | $38M | 1.4M | 26.68 |
| 2025-03-31 | $35M | 1.3M | 26.89 |
| 2024-12-31 | $29M | 1.1M | 25.83 |
| 2024-09-30 | $27M | 507k | 53.63 |
| 2024-06-30 | $24M | 465k | 52.01 |
| 2024-03-31 | $21M | 404k | 52.16 |
| 2023-12-31 | $19M | 354k | 52.20 |
| 2023-09-30 | $16M | 310k | 50.49 |
| 2023-06-30 | $17M | 324k | 52.43 |
| 2023-03-31 | $17M | 309k | 53.61 |
| 2022-12-31 | $14M | 277k | 51.79 |
| 2022-09-30 | $8.6M | 165k | 51.80 |
| 2022-06-30 | $11M | 189k | 55.80 |
| 2022-03-31 | $9.8M | 161k | 60.71 |
| 2021-12-31 | $8.0M | 128k | 62.89 |
| 2021-09-30 | $7.3M | 117k | 62.58 |
| 2021-06-30 | $6.2M | 100k | 62.51 |
| 2021-03-31 | $4.6M | 75k | 61.16 |
| 2020-12-31 | $3.9M | 63k | 62.09 |
| 2020-09-30 | $2.6M | 43k | 61.62 |
| 2020-06-30 | $1.0M | 17k | 60.00 |
| 2020-03-31 | $474k | 8.2k | 57.47 |
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