Schwab Strategic Tr us aggregate b shares owned by Alley Investment Management Company
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Alley Investment Management Company
from 13F filings
Historical chart of Alley Investment Management Company investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Alley Investment Management Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $362k | 15k | 23.47 |
| 2025-06-30 | $347k | 15k | 23.24 |
| 2025-03-31 | $343k | 15k | 23.16 |
| 2024-12-31 | $347k | 15k | 22.70 |
| 2024-09-30 | $349k | 7.3k | 47.52 |
| 2024-06-30 | $326k | 7.2k | 45.58 |
| 2024-03-31 | $325k | 7.1k | 46.00 |
| 2023-12-31 | $330k | 7.1k | 46.62 |
| 2023-09-30 | $313k | 7.1k | 44.23 |
| 2023-06-30 | $326k | 7.1k | 46.16 |
| 2023-03-31 | $323k | 6.9k | 46.91 |
| 2022-12-31 | $333k | 7.3k | 45.68 |
| 2022-09-30 | $333k | 7.4k | 45.29 |
| 2022-06-30 | $350k | 7.3k | 47.85 |
| 2022-03-31 | $380k | 7.5k | 50.57 |
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