Schwab Strategic Tr us aggregate b shares owned by Sage Financial
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Sage Financial
from 13F filings
Historical chart of Sage Financial investment in Schwab Strategic Tr us aggregate b
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr us aggregate b held by Sage Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Sage Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $821k | 18k | 46.62 |
| 2023-09-30 | $577k | 13k | 44.23 |
| 2023-06-30 | $602k | 13k | 46.16 |
| 2023-03-31 | $612k | 13k | 46.91 |
| 2022-12-31 | $678k | 15k | 45.65 |
| 2022-09-30 | $711k | 16k | 45.33 |
| 2022-06-30 | $236k | 4.9k | 47.81 |
| 2021-12-31 | $3.4M | 64k | 53.90 |
| 2021-09-30 | $873k | 16k | 54.25 |
| 2021-06-30 | $879k | 16k | 54.62 |
| 2021-03-31 | $960k | 18k | 53.96 |
| 2020-12-31 | $933k | 17k | 56.05 |
| 2020-09-30 | $933k | 17k | 56.07 |
| 2020-06-30 | $936k | 17k | 56.25 |
| 2020-03-31 | $1.0M | 19k | 54.25 |
| 2019-12-31 | $983k | 18k | 53.40 |
| 2019-09-30 | $976k | 18k | 53.85 |
| 2019-06-30 | $958k | 18k | 52.98 |
| 2019-03-31 | $966k | 19k | 51.89 |
| 2018-12-31 | $1.4M | 28k | 50.57 |
| 2017-12-31 | $1.2M | 22k | 52.03 |
Top funds holding Schwab Strategic Tr us aggregate b
View all funds holding Schwab Strategic Tr us aggregate b