Schwab Strategic Tr 0 shares owned by WT Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by WT Wealth Management
from 13F filings
Historical chart of WT Wealth Management investment in Schwab Strategic Tr 0
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr 0 held by WT Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab Strategic Tr 0 by WT Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $399k | 15k | 26.55 |
2024-06-30 | $1.2M | 23k | 52.01 |
2024-03-31 | $1.2M | 23k | 52.16 |
2023-12-31 | $396k | 7.6k | 52.20 |
2023-09-30 | $447k | 8.9k | 50.49 |
2023-06-30 | $487k | 9.3k | 52.43 |
2023-03-31 | $998k | 19k | 53.61 |
2022-12-31 | $601k | 12k | 51.79 |
2022-09-30 | $471k | 9.1k | 51.82 |
2022-06-30 | $668k | 12k | 55.76 |
2022-03-31 | $684k | 11k | 60.69 |
2021-12-31 | $523k | 8.3k | 62.87 |
2021-09-30 | $649k | 10k | 62.60 |
2021-06-30 | $658k | 11k | 62.54 |
2021-03-31 | $620k | 10k | 61.19 |
2020-12-31 | $1.7M | 28k | 62.06 |
2020-09-30 | $1.7M | 27k | 61.63 |
2020-06-30 | $315k | 5.3k | 59.91 |
2020-03-31 | $388k | 6.7k | 57.49 |
2019-12-31 | $421k | 7.4k | 56.55 |
2019-09-30 | $420k | 7.4k | 56.75 |