Schwab Strategic Tr us aggregate b shares owned by Aspire Wealth Management Corp
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Aspire Wealth Management Corp
from 13F filings
Historical chart of Aspire Wealth Management Corp investment in Schwab Strategic Tr us aggregate b
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All positions including Schwab Strategic Tr us aggregate b held by Aspire Wealth Management Corp consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $126k | 2.7k | 47.52 |
2024-06-30 | $122k | 2.7k | 45.58 |
2024-03-31 | $124k | 2.7k | 46.00 |
2023-12-31 | $263k | 5.6k | 46.62 |
2023-09-30 | $250k | 5.7k | 44.23 |
2023-06-30 | $606k | 13k | 46.16 |
2023-03-31 | $606k | 13k | 46.91 |
2022-12-31 | $413k | 9.0k | 45.65 |
2022-09-30 | $411k | 9.1k | 45.28 |
2022-06-30 | $90k | 1.9k | 48.03 |
2022-03-31 | $90k | 1.8k | 50.36 |
2021-12-31 | $0 | 2 | 0.00 |
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