Schwab Strategic Tr us aggregate b shares owned by Appleton Group Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Appleton Group Wealth Management
from 13F filings
Historical chart of Appleton Group Wealth Management 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 Appleton Group Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Appleton Group Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $1.9M | 44k | 44.23 |
| 2023-06-30 | $2.1M | 45k | 46.16 |
| 2023-03-31 | $2.1M | 44k | 46.91 |
| 2022-12-31 | $2.1M | 46k | 45.65 |
| 2022-09-30 | $2.1M | 47k | 45.31 |
| 2022-06-30 | $2.4M | 50k | 47.86 |
| 2022-03-31 | $2.1M | 42k | 50.58 |
| 2021-12-31 | $2.2M | 42k | 53.89 |
| 2021-09-30 | $2.1M | 39k | 54.25 |
| 2021-06-30 | $2.1M | 39k | 54.59 |
| 2021-03-31 | $2.1M | 38k | 53.96 |
| 2020-12-31 | $2.0M | 36k | 56.04 |
| 2020-09-30 | $1.9M | 34k | 56.08 |
| 2020-06-30 | $1.8M | 31k | 56.23 |
| 2020-03-31 | $1.8M | 33k | 54.26 |
| 2019-12-31 | $1.7M | 31k | 53.43 |
| 2019-09-30 | $1.5M | 28k | 53.83 |
| 2019-06-30 | $1.4M | 26k | 52.98 |
| 2019-03-31 | $894k | 17k | 51.87 |
| 2018-09-30 | $746k | 15k | 50.23 |
| 2018-06-30 | $682k | 14k | 50.67 |
| 2018-03-31 | $677k | 13k | 50.99 |
| 2017-12-31 | $662k | 13k | 52.02 |
| 2017-09-30 | $479k | 9.2k | 52.35 |
| 2017-06-30 | $338k | 6.5k | 52.27 |
| 2016-03-31 | $320k | 6.1k | 52.88 |
| 2015-12-31 | $306k | 5.9k | 51.45 |
| 2015-09-30 | $309k | 5.9k | 52.19 |
| 2015-06-30 | $345k | 6.7k | 51.76 |
| 2015-03-31 | $342k | 6.5k | 52.96 |
| 2014-12-31 | $283k | 5.4k | 52.44 |
| 2014-09-30 | $274k | 5.3k | 51.85 |
| 2014-06-30 | $268k | 5.2k | 51.88 |
| 2014-03-31 | $251k | 4.9k | 51.22 |
| 2013-03-31 | $3.0M | 58k | 51.97 |
| 2012-12-31 | $3.0M | 58k | 52.34 |
More positions owned by Appleton Group Wealth Management
View all positions for Appleton Group Wealth Management
Top funds holding Schwab Strategic Tr us aggregate b
View all funds holding Schwab Strategic Tr us aggregate b