Adamsbrown Wealth Consultants »

Schwab Strategic Tr us aggregate b shares owned by Adamsbrown Wealth Consultants

Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Adamsbrown Wealth Consultants from 13F filings

Historical chart of Adamsbrown Wealth Consultants investment in Schwab Strategic Tr us aggregate b

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us aggregate b held by Adamsbrown Wealth Consultants consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Adamsbrown Wealth Consultants

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.3M 29k 46.00
2023-12-31 $1.3M 27k 46.62
2023-09-30 $1.3M 29k 44.23
2023-06-30 $1.8M 39k 46.16
2023-03-31 $2.0M 43k 46.91
2022-12-31 $1.8M 39k 45.65
2022-09-30 $2.4M 52k 45.31
2022-06-30 $8.4M 176k 47.87
2022-03-31 $15M 297k 50.57
2021-12-31 $14M 259k 53.90