Schwab Strategic Tr us aggregate b shares owned by Baker Tilly Financial
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Baker Tilly Financial
from 13F filings
Historical chart of Baker Tilly Financial investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Baker Tilly Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $275k | 6.0k | 46.00 |
| 2023-12-31 | $425k | 9.1k | 46.62 |
| 2023-09-30 | $411k | 9.3k | 44.23 |
| 2023-06-30 | $861k | 19k | 46.16 |
| 2023-03-31 | $887k | 19k | 46.91 |
| 2022-12-31 | $908k | 20k | 45.65 |
| 2022-09-30 | $970k | 21k | 45.30 |
| 2022-06-30 | $1.1M | 23k | 47.88 |
| 2022-03-31 | $1.1M | 23k | 50.58 |
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