Schwab Strategic Tr us aggregate b shares owned by WNY Asset Management
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by WNY Asset Management
from 13F filings
Historical chart of WNY Asset Management investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by WNY Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $352k | 7.7k | 46.00 |
| 2023-12-31 | $391k | 8.4k | 46.62 |
| 2023-09-30 | $372k | 8.4k | 44.23 |
| 2023-06-30 | $411k | 8.9k | 46.16 |
| 2023-03-31 | $560k | 12k | 46.91 |
| 2022-12-31 | $625k | 14k | 45.65 |
| 2022-09-30 | $745k | 17k | 45.20 |
| 2022-06-30 | $888k | 19k | 47.70 |
| 2022-03-31 | $2.2M | 43k | 50.69 |
| 2021-12-31 | $2.5M | 47k | 53.79 |
| 2021-09-30 | $2.7M | 50k | 54.14 |
| 2021-06-30 | $2.7M | 50k | 54.57 |
| 2021-03-31 | $3.5M | 65k | 53.98 |
| 2020-12-31 | $17M | 297k | 56.01 |
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