Schwab Strategic Tr us aggregate b shares owned by Alesco Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Alesco Advisors
from 13F filings
Historical chart of Alesco Advisors investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Alesco Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $800k | 34k | 23.47 |
| 2025-06-30 | $821k | 35k | 23.24 |
| 2025-03-31 | $973k | 42k | 23.16 |
| 2024-12-31 | $954k | 42k | 22.70 |
| 2024-09-30 | $1.1M | 23k | 47.52 |
| 2024-03-31 | $1.5M | 33k | 46.00 |
| 2023-12-31 | $1.6M | 33k | 46.62 |
| 2023-09-30 | $1.5M | 35k | 44.23 |
| 2023-06-30 | $1.8M | 39k | 46.16 |
| 2023-03-31 | $1.8M | 39k | 46.91 |
| 2022-12-31 | $1.9M | 42k | 45.65 |
| 2022-09-30 | $2.1M | 47k | 45.31 |
| 2022-06-30 | $2.4M | 49k | 47.87 |
| 2022-03-31 | $3.2M | 63k | 50.57 |
| 2021-12-31 | $3.8M | 70k | 53.90 |
| 2021-09-30 | $7.6M | 141k | 54.26 |
| 2021-06-30 | $8.7M | 159k | 54.60 |
| 2021-03-31 | $9.2M | 170k | 53.95 |
| 2020-12-31 | $9.5M | 170k | 56.03 |
| 2020-09-30 | $9.5M | 170k | 56.08 |
| 2020-06-30 | $11M | 197k | 56.24 |
| 2020-03-31 | $10M | 192k | 54.27 |
| 2019-12-31 | $14M | 253k | 53.43 |
| 2019-09-30 | $14M | 262k | 53.85 |
| 2019-06-30 | $12M | 229k | 53.00 |
| 2019-03-31 | $12M | 226k | 51.88 |
| 2018-12-31 | $11M | 211k | 50.59 |
| 2018-09-30 | $13M | 255k | 50.25 |
| 2018-06-30 | $13M | 257k | 50.64 |
| 2018-03-31 | $13M | 254k | 51.02 |
| 2017-12-31 | $12M | 236k | 52.04 |
| 2017-09-30 | $12M | 225k | 52.36 |
| 2017-06-30 | $11M | 219k | 52.25 |
| 2017-03-31 | $9.5M | 183k | 51.79 |
| 2016-12-31 | $9.0M | 174k | 51.50 |
| 2016-09-30 | $8.0M | 150k | 53.67 |
| 2016-03-31 | $6.1M | 116k | 52.82 |
| 2015-12-31 | $5.7M | 111k | 51.50 |
| 2015-09-30 | $5.4M | 103k | 52.14 |
| 2015-06-30 | $5.5M | 106k | 51.73 |
| 2015-03-31 | $4.9M | 93k | 52.91 |
| 2014-12-31 | $3.3M | 63k | 52.37 |
| 2014-09-30 | $2.7M | 53k | 51.78 |
| 2014-06-30 | $2.6M | 50k | 51.90 |
| 2014-03-31 | $2.5M | 49k | 51.14 |
| 2013-12-31 | $1.9M | 38k | 50.28 |
| 2013-09-30 | $2.2M | 43k | 50.82 |
| 2013-06-30 | $2.0M | 40k | 50.55 |
| 2013-03-31 | $1.5M | 29k | 52.23 |
| 2012-12-31 | $895k | 17k | 52.33 |
| 2012-09-30 | $518k | 9.8k | 52.79 |
| 2012-06-30 | $476k | 9.1k | 52.40 |
| 2012-03-31 | $307k | 6.0k | 51.46 |
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