Schwab Strategic Tr us aggregate b shares owned by Reilly Financial Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Reilly Financial Advisors
from 13F filings
Historical chart of Reilly Financial Advisors investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Reilly Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-12-31 | $3.7M | 69k | 53.90 |
| 2021-09-30 | $3.7M | 67k | 54.26 |
| 2021-06-30 | $3.7M | 67k | 54.60 |
| 2021-03-31 | $3.6M | 66k | 53.94 |
| 2020-12-31 | $3.5M | 62k | 56.03 |
| 2020-09-30 | $3.4M | 62k | 56.08 |
| 2020-06-30 | $3.2M | 57k | 56.24 |
| 2020-03-31 | $3.1M | 57k | 54.28 |
| 2019-12-31 | $2.8M | 52k | 53.44 |
| 2019-09-30 | $2.4M | 44k | 53.84 |
| 2019-06-30 | $2.3M | 43k | 53.00 |
| 2019-03-31 | $2.0M | 39k | 51.88 |
| 2018-12-31 | $1.9M | 37k | 50.60 |
| 2018-09-30 | $1.7M | 34k | 50.24 |
| 2018-06-30 | $1.5M | 29k | 50.65 |
| 2018-03-31 | $1.3M | 25k | 51.02 |
| 2017-12-31 | $759k | 15k | 52.05 |
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