Schwab Strategic Tr us aggregate b shares owned by Belpointe Asset Management
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Belpointe Asset Management
from 13F filings
Historical chart of Belpointe Asset Management investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Belpointe Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.1M | 45k | 23.37 |
| 2025-09-30 | $1.1M | 45k | 23.47 |
| 2025-03-31 | $358k | 15k | 23.16 |
| 2023-03-31 | $1.3M | 27k | 46.91 |
| 2022-12-31 | $1.5M | 33k | 45.65 |
| 2022-09-30 | $1.6M | 34k | 45.33 |
| 2022-06-30 | $1.7M | 35k | 47.88 |
| 2022-03-31 | $1.5M | 29k | 50.54 |
| 2021-12-31 | $106k | 2.0k | 53.89 |
| 2021-09-30 | $112k | 2.1k | 54.34 |
| 2021-03-31 | $121k | 2.2k | 53.92 |
| 2020-12-31 | $986k | 18k | 56.08 |
| 2020-09-30 | $272k | 5.0k | 54.31 |
| 2020-06-30 | $141k | 2.5k | 56.13 |
| 2020-03-31 | $272k | 5.0k | 54.31 |
| 2019-12-31 | $1.2M | 22k | 53.45 |
| 2018-09-30 | $196k | 3.9k | 50.17 |
| 2017-12-31 | $2.5M | 48k | 52.04 |
| 2017-09-30 | $1.6M | 31k | 52.35 |
More positions owned by Belpointe Asset Management
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