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Schwab Strategic Tr 0 shares owned by FRG Family Wealth Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by FRG Family Wealth Advisors from 13F filings

Historical chart of FRG Family Wealth Advisors investment in Schwab Strategic Tr 0

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr 0 held by FRG Family Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr 0 by FRG Family Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $138k 2.7k 51.23
2023-09-30 $322k 6.4k 50.49
2023-06-30 $334k 6.4k 52.43
2023-03-31 $438k 8.2k 53.61
2022-12-31 $1.2M 23k 51.79
2022-09-30 $1.8M 35k 51.79
2022-06-30 $1.6M 29k 55.80
2022-03-31 $1.8M 29k 60.70
2021-12-31 $1.8M 29k 62.88