Schwab Strategic Tr us aggregate b shares owned by Ascent Group
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Ascent Group
from 13F filings
Historical chart of Ascent Group investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Ascent Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $12M | 244k | 47.52 |
| 2024-06-30 | $3.8M | 83k | 45.58 |
| 2024-03-31 | $2.5M | 54k | 46.00 |
| 2023-09-30 | $234k | 5.3k | 44.09 |
| 2023-06-30 | $232k | 5.1k | 45.62 |
| 2023-03-31 | $1.3M | 27k | 46.91 |
| 2022-12-31 | $794k | 17k | 45.65 |
| 2022-09-30 | $586k | 13k | 44.71 |
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