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Schwab Strategic Tr us aggregate b shares owned by Baker Avenue Asset Management

Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Baker Avenue Asset Management from 13F filings

Historical chart of Baker Avenue Asset Management investment in Schwab Strategic Tr us aggregate b

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us aggregate b held by Baker Avenue Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Baker Avenue Asset Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $75M 1.7M 44.23
2023-06-30 $74M 1.6M 46.16
2023-03-31 $72M 1.5M 46.91
2022-12-31 $69M 1.5M 45.65
2020-12-31 $3.8M 68k 56.08
2020-09-30 $3.8M 68k 56.08
2020-06-30 $3.8M 68k 56.24
2020-03-31 $5.2M 95k 54.27
2019-12-31 $5.1M 95k 53.42
2018-12-31 $4.4M 86k 50.59