Schwab Strategic Tr us aggregate b shares owned by VERITY Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by VERITY Wealth Advisors
from 13F filings
Historical chart of VERITY Wealth Advisors investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by VERITY Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.0M | 23k | 46.00 |
| 2023-12-31 | $1.0M | 22k | 46.62 |
| 2023-09-30 | $2.6M | 60k | 44.23 |
| 2023-06-30 | $2.6M | 56k | 46.16 |
| 2023-03-31 | $2.7M | 57k | 46.91 |
| 2022-12-31 | $2.6M | 58k | 45.65 |
| 2022-09-30 | $4.1M | 90k | 45.32 |
| 2022-06-30 | $4.4M | 92k | 47.87 |
| 2022-03-31 | $5.3M | 105k | 50.57 |
| 2021-12-31 | $6.8M | 126k | 53.90 |
| 2021-09-30 | $6.3M | 117k | 54.26 |
| 2021-06-30 | $6.6M | 121k | 54.60 |
| 2021-03-31 | $6.2M | 115k | 53.95 |
| 2020-12-31 | $6.4M | 115k | 56.03 |
| 2020-09-30 | $6.6M | 117k | 56.08 |
| 2020-06-30 | $6.6M | 118k | 56.24 |
| 2020-03-31 | $7.2M | 132k | 54.27 |
| 2019-12-31 | $10M | 187k | 53.43 |
| 2019-09-30 | $9.8M | 183k | 53.85 |
| 2019-06-30 | $9.8M | 185k | 53.00 |
| 2019-03-31 | $5.8M | 112k | 51.88 |
| 2018-12-31 | $3.2M | 63k | 50.58 |
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