Schwab Strategic Tr 0 shares owned by Concentric Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by Concentric Wealth Management
from 13F filings
Historical chart of Concentric Wealth Management investment in Schwab Strategic Tr 0
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Quarterly reported holdings in Schwab Strategic Tr 0 by Concentric Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $240k | 4.6k | 52.16 |
| 2023-12-31 | $248k | 4.8k | 52.20 |
| 2023-09-30 | $298k | 5.9k | 50.49 |
| 2023-06-30 | $357k | 6.8k | 52.43 |
| 2023-03-31 | $610k | 11k | 53.61 |
| 2022-12-31 | $631k | 12k | 51.79 |
| 2022-09-30 | $637k | 12k | 51.77 |
| 2022-06-30 | $691k | 12k | 55.84 |
| 2022-03-31 | $751k | 12k | 60.69 |
| 2021-12-31 | $785k | 13k | 62.90 |
| 2021-09-30 | $794k | 13k | 62.61 |
| 2021-06-30 | $793k | 13k | 62.53 |
| 2021-03-31 | $776k | 13k | 61.19 |
| 2020-12-31 | $840k | 14k | 62.09 |
| 2020-09-30 | $864k | 14k | 61.65 |
| 2020-06-30 | $848k | 14k | 60.04 |
| 2020-03-31 | $812k | 14k | 57.49 |
| 2019-12-31 | $830k | 15k | 56.66 |
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