Schwab Strategic Tr shares owned by Principle Wealth Partners
Quarter-by-quarter ownership of Schwab Strategic Tr (SCHY) shares owned by Principle Wealth Partners
from 13F filings
Historical chart of Principle Wealth Partners investment in Schwab Strategic Tr
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All positions including Schwab Strategic Tr held by Principle Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Schwab Strategic Tr by Principle Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $4.7M | 200k | 23.57 |
| 2024-03-31 | $8.5M | 350k | 24.26 |
| 2023-12-31 | $8.9M | 361k | 24.59 |
| 2023-09-30 | $8.2M | 357k | 23.00 |
| 2023-06-30 | $7.7M | 321k | 23.94 |
| 2023-03-31 | $6.6M | 279k | 23.63 |
| 2022-12-31 | $5.0M | 222k | 22.42 |