Schwab Strategic Tr us aggregate b shares owned by TrueWealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by TrueWealth Advisors
from 13F filings
Historical chart of TrueWealth Advisors investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by TrueWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $230k | 5.0k | 46.00 |
| 2023-12-31 | $231k | 5.0k | 46.62 |
| 2023-09-30 | $308k | 7.0k | 44.23 |
| 2023-06-30 | $278k | 6.0k | 46.16 |
| 2023-03-31 | $209k | 4.5k | 46.91 |
| 2022-12-31 | $219k | 4.8k | 45.65 |
| 2022-09-30 | $223k | 4.9k | 45.22 |
| 2022-06-30 | $235k | 4.9k | 47.85 |
| 2022-03-31 | $604k | 11k | 53.87 |
| 2021-12-31 | $604k | 11k | 53.87 |
| 2021-09-30 | $627k | 12k | 54.27 |
| 2021-06-30 | $630k | 12k | 54.61 |
| 2021-03-31 | $631k | 12k | 54.31 |
| 2020-12-31 | $648k | 12k | 55.43 |
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