Schwab Strategic Tr us aggregate b shares owned by Iwamoto Kong & Co
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Iwamoto Kong & Co
from 13F filings
Historical chart of Iwamoto Kong & Co investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Iwamoto Kong & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $356k | 7.6k | 46.62 |
| 2023-09-30 | $478k | 11k | 44.23 |
| 2023-06-30 | $25M | 538k | 46.16 |
| 2023-03-31 | $26M | 547k | 46.91 |
| 2022-12-31 | $26M | 560k | 45.65 |
| 2022-09-30 | $26M | 573k | 45.31 |
| 2022-06-30 | $30M | 630k | 47.87 |
| 2022-03-31 | $33M | 643k | 50.57 |
| 2021-12-31 | $36M | 671k | 53.90 |
| 2021-09-30 | $51M | 935k | 54.26 |
| 2021-06-30 | $37M | 685k | 54.60 |
| 2021-03-31 | $51M | 948k | 53.95 |
| 2020-12-31 | $60M | 1.1M | 56.03 |
| 2020-09-30 | $60M | 1.1M | 56.08 |
| 2020-06-30 | $57M | 1.0M | 56.24 |
| 2020-03-31 | $57M | 1.0M | 54.27 |
| 2019-12-31 | $59M | 1.1M | 53.43 |
| 2019-09-30 | $40M | 746k | 53.85 |
| 2019-06-30 | $40M | 751k | 53.00 |
| 2019-03-31 | $39M | 745k | 51.88 |
| 2018-06-30 | $39k | 762 | 51.18 |
| 2017-12-31 | $7.1M | 137k | 52.04 |
| 2017-09-30 | $26M | 501k | 52.36 |
| 2017-06-30 | $9.8M | 187k | 52.25 |
| 2017-03-31 | $571k | 11k | 51.78 |
| 2016-12-31 | $487k | 9.5k | 51.52 |
| 2016-09-30 | $898k | 17k | 53.64 |
| 2016-06-30 | $1.1M | 20k | 53.74 |
| 2016-03-31 | $977k | 19k | 52.81 |
| 2015-12-31 | $902k | 18k | 51.48 |
| 2015-09-30 | $914k | 18k | 52.17 |
| 2015-06-30 | $9.8M | 189k | 51.73 |
| 2015-03-31 | $8.3M | 158k | 52.91 |
| 2014-12-31 | $7.3M | 139k | 52.36 |
| 2014-09-30 | $4.1M | 80k | 51.77 |
| 2014-06-30 | $3.5M | 67k | 51.90 |
| 2014-03-31 | $2.8M | 55k | 51.13 |
| 2013-12-31 | $54k | 1.1k | 50.70 |
| 2013-09-30 | $62k | 1.2k | 50.61 |
| 2013-06-30 | $133k | 2.6k | 50.49 |
| 2013-03-31 | $1.5M | 28k | 52.23 |
| 2012-12-31 | $1.2M | 23k | 52.34 |
| 2012-06-30 | $423 | 8 | 52.96 |
| 2012-03-31 | $0 | 8 | 0.00 |
| 2011-12-31 | $0 | 8 | 0.00 |
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