Schwab Strategic Tr us aggregate b shares owned by Capital Insight Partners
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Capital Insight Partners
from 13F filings
Historical chart of Capital Insight Partners investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Capital Insight Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $679k | 15k | 46.00 |
| 2023-12-31 | $676k | 15k | 46.62 |
| 2023-09-30 | $532k | 12k | 44.23 |
| 2023-06-30 | $582k | 13k | 46.16 |
| 2023-03-31 | $542k | 12k | 46.91 |
| 2022-12-31 | $254k | 5.6k | 45.65 |
| 2022-09-30 | $266k | 5.9k | 45.32 |
| 2022-06-30 | $281k | 5.9k | 47.88 |
| 2022-03-31 | $248k | 4.9k | 50.55 |
| 2021-12-31 | $299k | 5.5k | 53.96 |
| 2021-09-30 | $334k | 6.1k | 54.33 |
| 2021-06-30 | $399k | 7.3k | 54.59 |
| 2021-03-31 | $372k | 6.9k | 54.01 |
| 2020-12-31 | $388k | 6.9k | 56.06 |
| 2020-09-30 | $384k | 6.8k | 56.10 |
| 2020-06-30 | $385k | 6.8k | 56.25 |
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