Schwab Strategic Tr shares owned by HPM Partners
Quarter-by-quarter ownership of Schwab Strategic Tr (SCHY) shares owned by HPM Partners
from 13F filings
Historical chart of HPM Partners investment in Schwab Strategic Tr
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All positions including Schwab Strategic Tr held by HPM Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Schwab Strategic Tr by HPM Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $276k | 9.9k | 27.94 |
| 2025-06-30 | $267k | 9.8k | 27.35 |
| 2025-03-31 | $530k | 21k | 25.38 |
| 2024-12-31 | $483k | 21k | 23.12 |
| 2024-09-30 | $546k | 21k | 26.17 |
| 2024-06-30 | $492k | 21k | 23.57 |
| 2024-03-31 | $506k | 21k | 24.26 |
| 2023-12-31 | $513k | 21k | 24.59 |
| 2023-09-30 | $480k | 21k | 23.00 |