Schwab Strategic Tr us aggregate b shares owned by Strategic Financial
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Strategic Financial
from 13F filings
Historical chart of Strategic Financial investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Strategic Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.0M | 44k | 46.62 |
| 2023-09-30 | $1.2M | 27k | 44.23 |
| 2023-06-30 | $764k | 17k | 46.16 |
| 2023-03-31 | $300k | 6.4k | 46.91 |
| 2022-12-31 | $284k | 6.2k | 45.65 |
| 2022-09-30 | $255k | 5.6k | 45.29 |
| 2022-06-30 | $261k | 5.4k | 47.94 |
| 2022-03-31 | $296k | 5.9k | 50.58 |
| 2021-12-31 | $385k | 7.1k | 53.88 |
| 2021-09-30 | $395k | 7.3k | 54.21 |
| 2021-06-30 | $484k | 8.9k | 54.60 |
| 2021-03-31 | $537k | 10k | 53.97 |
| 2020-12-31 | $527k | 9.4k | 56.00 |
| 2020-09-30 | $562k | 10k | 56.10 |
| 2020-06-30 | $601k | 11k | 56.26 |
| 2020-03-31 | $582k | 11k | 54.28 |
| 2019-12-31 | $681k | 13k | 53.47 |
| 2019-09-30 | $686k | 13k | 53.86 |
| 2019-06-30 | $621k | 12k | 52.98 |
| 2019-03-31 | $629k | 12k | 51.89 |
| 2018-12-31 | $593k | 12k | 50.59 |
| 2018-09-30 | $600k | 12k | 50.29 |
| 2018-06-30 | $683k | 14k | 50.63 |
| 2018-03-31 | $663k | 13k | 51.03 |
| 2017-12-31 | $673k | 13k | 52.03 |
| 2017-09-30 | $681k | 13k | 52.39 |
| 2017-06-30 | $653k | 13k | 52.28 |
| 2017-03-31 | $696k | 13k | 51.82 |
| 2016-12-31 | $670k | 13k | 51.49 |
| 2016-09-30 | $611k | 11k | 53.67 |
| 2016-06-30 | $532k | 9.9k | 53.67 |
| 2016-03-31 | $401k | 7.6k | 52.84 |
| 2015-12-31 | $262k | 5.1k | 51.60 |
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