Schwab Strategic Tr us aggregate b shares owned by APCM Wealth Management for Individuals
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by APCM Wealth Management for Individuals
from 13F filings
Historical chart of APCM Wealth Management for Individuals investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by APCM Wealth Management for Individuals
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.4M | 29k | 46.00 |
| 2023-12-31 | $1.4M | 30k | 46.62 |
| 2023-09-30 | $1.1M | 24k | 44.23 |
| 2023-06-30 | $1.0M | 23k | 46.16 |
| 2023-03-31 | $1.8M | 39k | 46.91 |
| 2022-12-31 | $1.7M | 37k | 45.65 |
| 2022-09-30 | $1.7M | 37k | 45.30 |
| 2022-06-30 | $1.8M | 38k | 47.88 |
| 2022-03-31 | $2.0M | 39k | 50.58 |
| 2021-12-31 | $2.1M | 38k | 53.90 |
| 2021-09-30 | $2.1M | 38k | 54.25 |
| 2021-06-30 | $2.0M | 37k | 54.59 |
| 2021-03-31 | $1.7M | 32k | 53.96 |
| 2020-12-31 | $1.6M | 28k | 56.02 |
| 2020-09-30 | $1.5M | 26k | 56.09 |
| 2020-06-30 | $1.3M | 24k | 56.24 |
| 2020-03-31 | $1.4M | 26k | 54.27 |
| 2019-12-31 | $1.2M | 23k | 53.45 |
| 2019-06-30 | $3.8M | 74k | 51.88 |
| 2019-03-31 | $3.8M | 74k | 51.88 |
| 2018-12-31 | $3.5M | 69k | 50.60 |
| 2018-09-30 | $3.5M | 70k | 50.24 |
| 2018-06-30 | $3.4M | 67k | 50.64 |
| 2018-03-31 | $3.4M | 66k | 51.01 |
| 2017-12-31 | $3.3M | 63k | 52.03 |
More positions owned by APCM Wealth Management for Individuals
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Top funds holding Schwab Strategic Tr us aggregate b
View all funds holding Schwab Strategic Tr us aggregate b