Schwab Strategic Tr us aggregate b shares owned by BCS Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by BCS Wealth Management
from 13F filings
Historical chart of BCS 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 BCS 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 BCS Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $494k | 11k | 46.58 |
| 2023-09-30 | $462k | 11k | 44.19 |
| 2023-03-31 | $796k | 17k | 46.90 |
| 2022-12-31 | $475k | 10k | 45.67 |
| 2022-09-30 | $479k | 11k | 45.34 |
| 2022-06-30 | $554k | 12k | 47.90 |
| 2022-03-31 | $684k | 14k | 50.60 |
| 2021-12-31 | $2.0M | 36k | 53.91 |
| 2021-09-30 | $1.6M | 29k | 54.27 |
| 2021-06-30 | $1.5M | 28k | 54.61 |
| 2021-03-31 | $1.5M | 29k | 53.96 |
| 2020-12-31 | $1.6M | 28k | 56.04 |
| 2020-09-30 | $1.6M | 28k | 56.07 |
| 2020-06-30 | $1.3M | 24k | 56.25 |
| 2020-03-31 | $1.1M | 20k | 54.25 |
| 2019-12-31 | $1.8M | 34k | 53.43 |
Top funds holding Schwab Strategic Tr us aggregate b
View all funds holding Schwab Strategic Tr us aggregate b