Schwab Strategic Tr us aggregate b shares owned by True North Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by True North Advisors
from 13F filings
Historical chart of True North Advisors investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by True North Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.2M | 26k | 46.00 |
| 2023-12-31 | $728k | 16k | 46.62 |
| 2023-09-30 | $966k | 22k | 44.23 |
| 2023-06-30 | $1.0M | 23k | 46.16 |
| 2022-09-30 | $1.5M | 34k | 45.28 |
| 2022-06-30 | $1.6M | 34k | 47.84 |
| 2022-03-31 | $2.0M | 40k | 50.56 |
| 2021-12-31 | $3.2M | 60k | 53.89 |
| 2021-09-30 | $3.3M | 60k | 54.25 |
| 2021-06-30 | $3.0M | 55k | 54.59 |
| 2020-12-31 | $3.6M | 65k | 56.02 |
| 2020-09-30 | $3.9M | 69k | 56.08 |
| 2020-06-30 | $3.5M | 62k | 56.24 |
| 2020-03-31 | $2.3M | 42k | 54.27 |
| 2019-12-31 | $1.7M | 31k | 53.41 |
Top funds holding Schwab Strategic Tr us aggregate b
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