Schwab Strategic Tr 0 shares owned by BFSG
Historical chart of BFSG investment in Schwab Strategic Tr 0
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All positions including Schwab Strategic Tr 0 held by BFSG consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Schwab Strategic Tr 0 by BFSG
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.6M | 320k | 26.95 |
| 2025-06-30 | $8.5M | 319k | 26.68 |
| 2025-03-31 | $8.5M | 315k | 26.89 |
| 2024-12-31 | $8.2M | 318k | 25.83 |
| 2024-09-30 | $8.2M | 152k | 53.63 |
| 2024-06-30 | $7.9M | 152k | 52.01 |
| 2024-03-31 | $7.7M | 147k | 52.16 |
| 2023-12-31 | $7.7M | 147k | 52.20 |
| 2023-09-30 | $6.6M | 131k | 50.49 |
| 2023-06-30 | $6.6M | 126k | 52.43 |
| 2023-03-31 | $6.3M | 118k | 53.61 |
| 2022-12-31 | $5.8M | 113k | 51.79 |
| 2022-09-30 | $9.2M | 177k | 51.80 |
| 2022-06-30 | $10M | 182k | 55.80 |
| 2022-03-31 | $11M | 183k | 60.71 |
| 2021-12-31 | $11M | 180k | 62.89 |
| 2021-09-30 | $11M | 170k | 62.58 |
| 2021-06-30 | $11M | 168k | 62.51 |
| 2021-03-31 | $10M | 166k | 61.16 |
| 2020-12-31 | $9.9M | 159k | 62.08 |
| 2020-09-30 | $9.5M | 154k | 61.63 |
| 2020-06-30 | $9.1M | 152k | 60.02 |
| 2020-03-31 | $8.4M | 146k | 57.51 |
| 2019-12-31 | $8.8M | 156k | 56.63 |
| 2019-09-30 | $8.5M | 151k | 56.76 |
| 2019-06-30 | $8.0M | 142k | 56.31 |
| 2019-03-31 | $7.4M | 135k | 55.00 |
| 2018-12-31 | $6.9M | 129k | 53.25 |
| 2018-09-30 | $5.8M | 107k | 53.96 |
| 2018-06-30 | $5.8M | 106k | 54.91 |
| 2018-03-31 | $5.4M | 99k | 54.88 |
| 2017-12-31 | $4.8M | 87k | 55.43 |
| 2017-09-30 | $4.5M | 81k | 55.26 |
| 2017-06-30 | $4.0M | 72k | 55.06 |
| 2017-03-31 | $3.7M | 68k | 55.53 |