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Schwab Strategic Tr us aggregate b shares owned by Cedar Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Cedar Wealth Management from 13F filings

Historical chart of Cedar 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 Cedar Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Cedar Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $2.7M 60k 44.23
2023-06-30 $3.2M 70k 46.16
2023-03-31 $7.5M 161k 46.91
2021-12-31 $215k 4.0k 53.82
2021-09-30 $129k 2.4k 54.27
2021-06-30 $117k 2.2k 54.37
2021-03-31 $30k 565 53.10
2020-12-31 $12k 223 53.81
2020-09-30 $13k 227 57.27
2020-06-30 $13k 227 57.27
2020-03-31 $15k 283 53.00
2019-12-31 $35k 662 52.87
2019-09-30 $144k 2.7k 53.79
2019-06-30 $52k 977 53.22
2019-03-31 $42k 816 51.47