Schwab Strategic Tr us aggregate b shares owned by Aspiriant
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Aspiriant
from 13F filings
Historical chart of Aspiriant investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Aspiriant
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $565k | 12k | 46.00 |
| 2023-12-31 | $578k | 12k | 46.62 |
| 2023-09-30 | $583k | 13k | 44.23 |
| 2023-06-30 | $616k | 13k | 46.16 |
| 2023-03-31 | $639k | 14k | 46.91 |
| 2022-12-31 | $627k | 14k | 45.65 |
| 2022-09-30 | $364k | 8.0k | 45.43 |
| 2022-06-30 | $388k | 8.1k | 48.00 |
| 2022-03-31 | $458k | 9.0k | 50.68 |
| 2021-12-31 | $500k | 9.3k | 53.94 |
| 2021-09-30 | $513k | 9.5k | 54.13 |
| 2021-06-30 | $521k | 9.6k | 54.45 |
| 2021-03-31 | $523k | 9.7k | 54.13 |
| 2020-12-31 | $754k | 14k | 56.03 |
| 2020-09-30 | $870k | 16k | 56.04 |
| 2020-06-30 | $1.0M | 18k | 56.31 |
| 2020-03-31 | $1.4M | 25k | 54.24 |
| 2019-12-31 | $2.0M | 38k | 53.32 |
| 2019-09-30 | $2.3M | 43k | 53.92 |
| 2019-06-30 | $2.5M | 47k | 52.90 |
| 2019-03-31 | $2.7M | 52k | 51.92 |
| 2018-12-31 | $3.1M | 61k | 50.72 |
| 2018-09-30 | $4.0M | 80k | 50.42 |
| 2018-06-30 | $5.1M | 101k | 50.64 |
| 2018-03-31 | $5.4M | 107k | 51.02 |
| 2017-12-31 | $1.1M | 21k | 52.05 |
| 2017-09-30 | $6.1M | 117k | 52.36 |
| 2017-06-30 | $5.0M | 96k | 52.25 |
| 2017-03-31 | $4.9M | 95k | 51.79 |
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