Schwab Strategic Tr 0 shares owned by Zhang Financial
Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by Zhang Financial
from 13F filings
Historical chart of Zhang Financial investment in Schwab Strategic Tr 0
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Quarterly reported holdings in Schwab Strategic Tr 0 by Zhang Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $378k | 14k | 26.95 |
| 2025-06-30 | $396k | 15k | 26.68 |
| 2025-03-31 | $386k | 14k | 26.89 |
| 2024-12-31 | $395k | 15k | 25.83 |
| 2024-09-30 | $444k | 8.3k | 53.64 |
| 2024-06-30 | $417k | 8.0k | 52.01 |
| 2024-03-31 | $415k | 8.0k | 52.16 |
| 2023-06-30 | $1.1M | 21k | 52.43 |
| 2023-03-31 | $2.5M | 47k | 53.61 |
| 2022-12-31 | $3.3M | 64k | 51.79 |
| 2022-09-30 | $4.5M | 88k | 51.80 |
| 2022-06-30 | $4.5M | 80k | 55.81 |
| 2022-03-31 | $4.0M | 65k | 60.72 |
| 2021-12-31 | $2.8M | 44k | 62.88 |
| 2021-09-30 | $1.5M | 25k | 62.59 |
| 2021-06-30 | $1.2M | 19k | 62.53 |
| 2021-03-31 | $1.0M | 17k | 61.28 |
| 2020-12-31 | $559k | 9.0k | 62.06 |
| 2020-09-30 | $572k | 9.3k | 61.59 |
| 2020-06-30 | $547k | 9.1k | 60.05 |
| 2020-03-31 | $518k | 9.0k | 57.55 |
| 2019-12-31 | $744k | 13k | 56.78 |
| 2019-09-30 | $764k | 14k | 56.68 |
| 2019-06-30 | $759k | 14k | 56.31 |
| 2019-03-31 | $741k | 14k | 54.98 |
| 2018-12-31 | $688k | 13k | 53.26 |