Schwab Strategic Tr us aggregate b shares owned by Affinity Capital Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Affinity Capital Advisors
from 13F filings
Historical chart of Affinity Capital Advisors investment in Schwab Strategic Tr us aggregate b
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All positions including Schwab Strategic Tr us aggregate b held by Affinity Capital Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Affinity Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.3M | 396k | 23.48 |
| 2025-06-30 | $9.2M | 397k | 23.24 |
| 2025-03-31 | $9.2M | 404k | 22.72 |
| 2024-12-31 | $6.3M | 278k | 22.59 |
| 2024-09-30 | $4.9M | 103k | 47.52 |
| 2024-03-31 | $6.1M | 132k | 46.00 |
| 2023-12-31 | $4.2M | 90k | 46.62 |
Top funds holding Schwab Strategic Tr us aggregate b
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