Schwab Strategic Tr us aggregate b shares owned by Act Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Act Wealth Management
from 13F filings
Historical chart of Act Wealth Management investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Act Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 71k | 23.47 |
| 2025-06-30 | $2.1M | 90k | 23.24 |
| 2025-03-31 | $2.0M | 88k | 23.16 |
| 2024-12-31 | $1.9M | 83k | 22.70 |
| 2024-09-30 | $1.9M | 40k | 47.52 |
| 2023-12-31 | $222k | 4.8k | 46.62 |
Top funds holding Schwab Strategic Tr us aggregate b
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