Schwab Strategic Tr us aggregate b shares owned by BDO Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by BDO Wealth Advisors
from 13F filings
Historical chart of BDO Wealth Advisors investment in Schwab Strategic Tr us aggregate b
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All positions including Schwab Strategic Tr us aggregate b held by BDO Wealth Advisors 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 |
---|---|---|---|
2023-06-30 | $231k | 5.0k | 46.16 |
2023-03-31 | $235k | 5.0k | 46.91 |
2022-12-31 | $228k | 5.0k | 45.65 |
2022-09-30 | $385k | 8.1k | 47.83 |
2022-06-30 | $385k | 8.1k | 47.83 |
2022-03-31 | $407k | 8.1k | 50.56 |
2021-12-31 | $434k | 8.1k | 53.91 |
2021-09-30 | $502k | 9.3k | 54.27 |
2021-06-30 | $505k | 9.3k | 54.59 |
2021-03-31 | $503k | 9.3k | 53.94 |
2020-12-31 | $518k | 9.3k | 56.00 |
2020-09-30 | $519k | 9.3k | 56.11 |
2020-06-30 | $520k | 9.3k | 56.22 |
2020-03-31 | $502k | 9.3k | 54.27 |
2019-12-31 | $534k | 10k | 53.40 |
2019-09-30 | $539k | 10k | 53.90 |
2019-06-30 | $530k | 10k | 53.00 |
2019-03-31 | $519k | 10k | 51.90 |
2018-12-31 | $506k | 10k | 50.60 |
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