Schwab Strategic Tr us aggregate b shares owned by Alpine Investment Management
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Alpine Investment Management
from 13F filings
Historical chart of Alpine Investment Management investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Alpine Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $943k | 20k | 46.62 |
| 2023-09-30 | $899k | 20k | 44.23 |
| 2023-06-30 | $837k | 18k | 46.16 |
| 2023-03-31 | $948k | 20k | 46.91 |
| 2022-12-31 | $1.0M | 22k | 45.65 |
| 2022-09-30 | $991k | 22k | 45.29 |
| 2022-06-30 | $1.1M | 23k | 47.88 |
| 2022-03-31 | $1.2M | 24k | 50.59 |
| 2021-12-31 | $1.4M | 25k | 53.92 |
| 2021-09-30 | $1.4M | 25k | 54.27 |
| 2021-06-30 | $1.3M | 25k | 54.58 |
| 2021-03-31 | $1.4M | 25k | 53.94 |
| 2020-12-31 | $1.8M | 32k | 56.04 |
| 2020-09-30 | $1.8M | 31k | 56.09 |
| 2020-06-30 | $1.6M | 28k | 56.23 |
| 2020-03-31 | $1.3M | 24k | 54.27 |
| 2019-12-31 | $1.3M | 24k | 53.42 |
| 2019-09-30 | $1.3M | 23k | 53.85 |
| 2019-06-30 | $942k | 18k | 52.98 |
| 2019-03-31 | $0 | 913k | 0.00 |
| 2018-12-31 | $782k | 16k | 50.61 |
| 2018-09-30 | $842k | 17k | 50.27 |
| 2018-06-30 | $749k | 15k | 50.63 |
| 2018-03-31 | $521k | 10k | 51.07 |
| 2017-12-31 | $423k | 8.1k | 52.07 |
| 2017-09-30 | $465k | 8.9k | 52.36 |
| 2017-06-30 | $363k | 7.0k | 52.19 |
| 2017-03-31 | $933k | 18k | 51.77 |
| 2016-12-31 | $946k | 18k | 51.50 |
| 2016-09-30 | $400k | 7.5k | 53.63 |
| 2016-06-30 | $330k | 6.1k | 53.68 |
| 2016-03-31 | $455k | 8.6k | 52.80 |
| 2015-12-31 | $404k | 7.9k | 51.45 |
| 2015-09-30 | $680k | 13k | 52.16 |
| 2015-06-30 | $674k | 13k | 51.70 |
| 2015-03-31 | $614k | 12k | 52.88 |
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