Schwab Strategic Tr us aggregate b shares owned by Confluence Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Confluence Wealth Management
from 13F filings
Historical chart of Confluence Wealth Management investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Confluence Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-09-30 | $231k | 4.3k | 53.93 |
| 2019-12-31 | $231k | 4.3k | 53.93 |
| 2019-09-30 | $231k | 4.3k | 53.93 |
| 2019-06-30 | $332k | 6.3k | 52.98 |
| 2019-03-31 | $467k | 9.0k | 51.84 |
| 2018-12-31 | $1.1M | 22k | 50.61 |
| 2018-09-30 | $3.0M | 59k | 50.26 |
| 2018-06-30 | $4.7M | 94k | 50.64 |
| 2018-03-31 | $5.6M | 109k | 51.02 |
| 2017-12-31 | $6.2M | 118k | 52.04 |
| 2017-09-30 | $6.5M | 125k | 52.36 |
| 2017-06-30 | $6.9M | 134k | 51.79 |
| 2017-03-31 | $6.9M | 134k | 51.79 |
| 2016-12-31 | $7.8M | 151k | 51.50 |
| 2016-09-30 | $11M | 197k | 53.67 |
| 2016-06-30 | $10M | 188k | 53.72 |
| 2016-03-31 | $7.4M | 141k | 52.82 |
| 2015-12-31 | $5.1M | 98k | 51.50 |
| 2015-09-30 | $801k | 15k | 52.16 |
More positions owned by Confluence Wealth Management
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