Schwab Strategic Tr us aggregate b shares owned by Aj Wealth Strategies
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Aj Wealth Strategies
from 13F filings
Historical chart of Aj Wealth Strategies investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Aj Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $463k | 10k | 46.16 |
| 2023-03-31 | $471k | 10k | 46.91 |
| 2022-12-31 | $458k | 10k | 45.64 |
| 2022-09-30 | $3.1M | 67k | 45.31 |
| 2022-06-30 | $3.2M | 67k | 47.87 |
| 2022-03-31 | $4.6M | 91k | 50.57 |
| 2021-12-31 | $5.2M | 97k | 53.90 |
| 2021-09-30 | $5.2M | 97k | 54.26 |
| 2021-06-30 | $5.7M | 105k | 54.60 |
| 2021-03-31 | $5.7M | 105k | 53.95 |
| 2020-12-31 | $12M | 209k | 56.03 |
| 2020-09-30 | $12M | 208k | 56.08 |
| 2020-06-30 | $14M | 244k | 56.24 |
| 2020-03-31 | $11M | 211k | 54.27 |
| 2019-12-31 | $12M | 220k | 53.43 |
| 2019-09-30 | $12M | 226k | 53.85 |
| 2019-06-30 | $9.0M | 169k | 53.00 |
| 2019-03-31 | $7.1M | 137k | 51.88 |
| 2018-12-31 | $5.7M | 113k | 50.59 |
| 2018-09-30 | $1.5M | 29k | 50.23 |
| 2018-06-30 | $1.5M | 29k | 50.65 |
| 2018-03-31 | $2.0M | 39k | 51.03 |
| 2017-12-31 | $16M | 313k | 52.04 |
| 2017-09-30 | $12M | 220k | 52.36 |
| 2017-06-30 | $9.0M | 172k | 52.25 |
| 2017-03-31 | $6.6M | 127k | 51.79 |
| 2016-12-31 | $5.0M | 97k | 51.50 |
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