Schwab Strategic Tr us aggregate b shares owned by RBA Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by RBA Wealth Management
from 13F filings
Historical chart of RBA 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 RBA Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $338k | 7.3k | 46.00 |
| 2023-12-31 | $338k | 7.2k | 46.62 |
| 2023-09-30 | $318k | 7.2k | 44.23 |
| 2023-06-30 | $309k | 6.7k | 46.16 |
| 2023-03-31 | $340k | 7.2k | 46.91 |
| 2022-12-31 | $341k | 7.5k | 45.65 |
| 2022-09-30 | $315k | 7.0k | 45.28 |
| 2022-06-30 | $274k | 5.7k | 47.82 |
| 2022-03-31 | $310k | 6.1k | 50.51 |
| 2021-12-31 | $323k | 6.0k | 53.96 |
| 2020-12-31 | $267k | 4.8k | 55.96 |
| 2020-09-30 | $264k | 4.7k | 56.11 |
| 2020-06-30 | $263k | 4.7k | 56.33 |
| 2020-03-31 | $248k | 4.6k | 54.30 |
| 2019-12-31 | $898k | 17k | 53.39 |
| 2019-09-30 | $975k | 18k | 53.82 |
| 2019-06-30 | $876k | 17k | 53.01 |
| 2019-03-31 | $809k | 16k | 51.67 |
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