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Schwab Strategic Tr us aggregate b shares owned by Valley Forge Investment Consultants Inc Adv

Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Valley Forge Investment Consultants Inc Adv from 13F filings

Historical chart of Valley Forge Investment Consultants Inc Adv 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 Valley Forge Investment Consultants Inc Adv consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Valley Forge Investment Consultants Inc Adv

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.0M 44k 46.00
2023-12-31 $2.0M 42k 46.62
2023-09-30 $1.9M 43k 44.23
2023-06-30 $1.8M 39k 46.16
2023-03-31 $1.9M 41k 46.91
2022-12-31 $1.8M 39k 45.65
2022-09-30 $1.7M 37k 45.30
2022-06-30 $1.7M 36k 47.86
2022-03-31 $1.9M 37k 50.56
2021-12-31 $2.8M 51k 53.90
2021-09-30 $2.9M 52k 54.61
2021-06-30 $2.9M 52k 54.61
2021-03-31 $2.9M 53k 53.95
2020-12-31 $2.2M 39k 56.02