Schwab Strategic Tr us aggregate b shares owned by BFSG
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by BFSG
from 13F filings
Historical chart of BFSG investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by BFSG
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.7M | 80k | 46.00 |
| 2023-12-31 | $3.7M | 78k | 46.62 |
| 2023-09-30 | $3.4M | 76k | 44.24 |
| 2023-06-30 | $3.3M | 71k | 46.16 |
| 2023-03-31 | $3.0M | 65k | 46.90 |
| 2022-12-31 | $3.0M | 67k | 45.66 |
| 2022-09-30 | $5.6M | 123k | 45.31 |
| 2022-06-30 | $11M | 225k | 47.87 |
| 2022-03-31 | $12M | 246k | 50.57 |
| 2021-12-31 | $15M | 273k | 53.90 |
| 2021-09-30 | $15M | 272k | 54.26 |
| 2021-06-30 | $14M | 263k | 54.60 |
| 2021-03-31 | $13M | 238k | 53.95 |
| 2020-12-31 | $12M | 214k | 56.03 |
| 2020-09-30 | $11M | 192k | 56.08 |
| 2020-06-30 | $9.7M | 173k | 56.24 |
| 2020-03-31 | $9.9M | 182k | 54.27 |
| 2019-12-31 | $10M | 189k | 53.43 |
| 2019-09-30 | $8.0M | 148k | 53.85 |
| 2019-06-30 | $1.9M | 36k | 53.01 |
| 2019-03-31 | $1.9M | 36k | 51.89 |
| 2018-12-31 | $1.7M | 33k | 50.59 |
| 2018-09-30 | $1.4M | 28k | 50.25 |
| 2018-06-30 | $1.6M | 31k | 50.63 |
| 2018-03-31 | $2.0M | 40k | 51.02 |
| 2017-12-31 | $1.8M | 34k | 52.04 |
| 2017-09-30 | $1.3M | 25k | 52.36 |
| 2017-06-30 | $1.3M | 24k | 52.26 |
| 2017-03-31 | $1.2M | 24k | 51.79 |
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