Schwab Strategic Tr us aggregate b shares owned by Aletheian Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Aletheian Wealth Advisors
from 13F filings
Historical chart of Aletheian Wealth Advisors investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Aletheian Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $849k | 36k | 23.47 |
| 2025-06-30 | $841k | 36k | 23.24 |
| 2025-03-31 | $838k | 36k | 23.16 |
| 2024-12-31 | $821k | 36k | 22.70 |
| 2024-09-30 | $860k | 18k | 47.52 |
| 2024-06-30 | $825k | 18k | 45.58 |
| 2024-03-31 | $832k | 18k | 46.00 |
| 2023-12-31 | $843k | 18k | 46.62 |
| 2023-09-30 | $865k | 20k | 44.23 |
| 2023-06-30 | $1.0M | 22k | 46.16 |
| 2022-06-30 | $406k | 8.5k | 47.87 |
Top funds holding Schwab Strategic Tr us aggregate b
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