Schwab Strategic Tr us aggregate b shares owned by Access Financial Services
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Access Financial Services
from 13F filings
Historical chart of Access Financial Services investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Access Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $268k | 11k | 23.47 |
| 2025-06-30 | $266k | 11k | 23.24 |
| 2025-03-31 | $265k | 11k | 23.16 |
| 2024-12-31 | $260k | 11k | 22.70 |
| 2024-09-30 | $332k | 7.0k | 47.52 |
| 2024-06-30 | $318k | 7.0k | 45.58 |
| 2024-03-31 | $321k | 7.0k | 46.00 |
| 2023-12-31 | $266k | 5.7k | 46.62 |
| 2023-09-30 | $253k | 5.7k | 44.23 |
| 2023-06-30 | $264k | 5.7k | 46.16 |
| 2023-03-31 | $268k | 5.7k | 46.91 |
| 2022-12-31 | $261k | 5.7k | 45.65 |
| 2022-09-30 | $259k | 5.7k | 45.32 |
| 2022-06-30 | $274k | 5.7k | 47.94 |
| 2022-03-31 | $289k | 5.7k | 50.57 |
| 2021-12-31 | $308k | 5.7k | 53.89 |
| 2021-09-30 | $310k | 5.7k | 54.24 |
| 2021-06-30 | $312k | 5.7k | 54.59 |
| 2021-03-31 | $308k | 5.7k | 53.89 |
| 2020-12-31 | $303k | 5.4k | 55.96 |
| 2020-09-30 | $308k | 5.5k | 56.05 |
| 2020-06-30 | $316k | 5.6k | 56.23 |
| 2020-03-31 | $371k | 6.8k | 54.24 |
| 2019-12-31 | $376k | 7.0k | 53.41 |
| 2019-09-30 | $391k | 7.3k | 53.84 |
| 2019-06-30 | $385k | 7.3k | 53.02 |
| 2019-03-31 | $456k | 8.8k | 51.91 |
| 2018-12-31 | $466k | 9.2k | 50.58 |
| 2018-09-30 | $468k | 9.3k | 50.25 |
| 2018-06-30 | $474k | 9.4k | 50.62 |
| 2018-03-31 | $604k | 12k | 51.05 |
| 2017-12-31 | $1.5M | 29k | 52.04 |
| 2017-09-30 | $1.8M | 34k | 52.36 |
| 2017-06-30 | $10M | 197k | 52.25 |
| 2017-03-31 | $21M | 404k | 51.79 |
| 2016-12-31 | $25M | 480k | 51.50 |
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