Schwab Strategic Tr us aggregate b shares owned by Efficient Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Efficient Wealth Management
from 13F filings
Historical chart of Efficient 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 Efficient Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.4M | 30k | 46.01 |
| 2023-12-31 | $1.3M | 28k | 46.61 |
| 2023-09-30 | $80k | 1.8k | 43.72 |
| 2023-06-30 | $111k | 2.4k | 45.75 |
| 2023-03-31 | $110k | 2.4k | 45.34 |
| 2022-12-31 | $1.4M | 30k | 45.28 |
| 2022-09-30 | $1.4M | 30k | 45.32 |
| 2022-06-30 | $1.7M | 36k | 47.87 |
| 2022-03-31 | $2.0M | 39k | 50.58 |
| 2021-12-31 | $2.3M | 43k | 53.90 |
| 2021-09-30 | $1.4M | 26k | 54.27 |
| 2021-06-30 | $1.6M | 29k | 54.58 |
| 2021-03-31 | $1.7M | 31k | 53.94 |
| 2020-12-31 | $2.8M | 49k | 56.04 |
| 2020-09-30 | $3.1M | 56k | 56.08 |
| 2020-06-30 | $3.5M | 62k | 56.24 |
| 2020-03-31 | $3.1M | 58k | 54.27 |
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