Schwab Strategic Tr us aggregate b shares owned by Connectus Wealth
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Connectus Wealth
from 13F filings
Historical chart of Connectus Wealth investment in Schwab Strategic Tr us aggregate b
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All positions including Schwab Strategic Tr us aggregate b held by Connectus Wealth consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-09-30 | $21k | 47k | 0.44 |
2023-06-30 | $21k | 45k | 0.46 |
2023-03-31 | $17k | 37k | 0.47 |
2022-12-31 | $17M | 38k | 456.50 |
2022-09-30 | $17M | 38k | 453.11 |
2022-06-30 | $19M | 387k | 47.87 |
2022-03-31 | $20M | 399k | 50.57 |
2021-09-30 | $21M | 395k | 54.26 |
2021-06-30 | $22M | 393k | 54.60 |
2021-03-31 | $20M | 371k | 53.94 |
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