Schwab Strategic Tr us aggregate b shares owned by Ameriprise Financial
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Ameriprise Financial
from 13F filings
Historical chart of Ameriprise Financial investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Ameriprise Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $144M | 3.3M | 44.25 |
| 2023-06-30 | $139M | 3.0M | 46.12 |
| 2023-03-31 | $130M | 2.8M | 46.86 |
| 2022-12-31 | $98M | 2.2M | 45.67 |
| 2022-09-30 | $92M | 2.0M | 46.60 |
| 2022-06-30 | $196M | 4.1M | 47.90 |
| 2022-03-31 | $225M | 4.5M | 50.15 |
| 2021-12-31 | $178M | 3.3M | 53.92 |
| 2021-09-30 | $173M | 3.2M | 54.31 |
| 2021-06-30 | $169M | 3.1M | 54.62 |
| 2021-03-31 | $184M | 3.4M | 53.97 |
| 2020-12-31 | $190M | 3.4M | 56.08 |
| 2020-09-30 | $260M | 4.6M | 56.08 |
| 2020-06-30 | $244M | 4.3M | 56.31 |
| 2020-03-31 | $198M | 3.6M | 54.33 |
| 2019-12-31 | $150M | 2.8M | 53.42 |
| 2019-09-30 | $138M | 2.6M | 53.84 |
| 2019-06-30 | $115M | 2.2M | 52.98 |
| 2019-03-31 | $104M | 2.0M | 51.90 |
| 2018-12-31 | $88M | 1.7M | 50.59 |
| 2018-09-30 | $68M | 1.4M | 50.24 |
| 2018-06-30 | $60M | 1.2M | 50.63 |
| 2018-03-31 | $52M | 1.0M | 50.97 |
| 2017-12-31 | $43M | 823k | 52.02 |
| 2017-09-30 | $49M | 938k | 52.35 |
| 2017-06-30 | $38M | 731k | 52.24 |
| 2017-03-31 | $35M | 675k | 51.60 |
| 2016-12-31 | $33M | 651k | 51.41 |
| 2016-09-30 | $23M | 431k | 53.63 |
| 2016-06-30 | $15M | 268k | 53.84 |
| 2016-03-31 | $4.6M | 88k | 52.41 |
| 2015-12-31 | $5.3M | 104k | 51.50 |
| 2015-09-30 | $2.6M | 49k | 51.92 |
| 2015-06-30 | $1.9M | 37k | 51.73 |
| 2015-03-31 | $1.4M | 27k | 53.42 |
| 2014-12-31 | $2.0M | 38k | 52.36 |
| 2014-09-30 | $20k | 388 | 51.55 |
| 2014-06-30 | $20k | 388 | 51.55 |
| 2014-03-31 | $21k | 411 | 51.09 |
| 2013-12-31 | $20k | 388 | 51.55 |
| 2013-09-30 | $20k | 388 | 51.55 |
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