Schwab Strategic Tr us aggregate b shares owned by Badgley Phelps Wealth Managers
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Badgley Phelps Wealth Managers
from 13F filings
Historical chart of Badgley Phelps Wealth Managers investment in Schwab Strategic Tr us aggregate b
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All positions including Schwab Strategic Tr us aggregate b held by Badgley Phelps Wealth Managers 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 | $477k | 10k | 47.52 |
2024-03-31 | $435k | 9.5k | 46.00 |
2023-12-31 | $441k | 9.5k | 46.62 |
2023-09-30 | $220k | 5.0k | 44.23 |
2022-12-31 | $280k | 6.1k | 45.65 |
2022-09-30 | $288k | 6.4k | 45.35 |
2022-06-30 | $304k | 6.4k | 47.87 |
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Top funds holding Schwab Strategic Tr us aggregate b
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