Schwab Strategic Tr us aggregate b shares owned by Advisor OS
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Advisor OS
from 13F filings
Historical chart of Advisor OS investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Advisor OS
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.8M | 102k | 47.55 |
| 2024-06-30 | $4.6M | 101k | 45.58 |
| 2024-03-31 | $4.7M | 103k | 46.00 |
| 2023-12-31 | $4.8M | 102k | 46.62 |
| 2022-12-31 | $18M | 387k | 45.65 |
| 2022-09-30 | $18M | 400k | 45.31 |
| 2022-06-30 | $19M | 398k | 47.87 |
Top funds holding Schwab Strategic Tr us aggregate b
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