Schwab Strategic Tr us aggregate b shares owned by Bigelow Investment Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Bigelow Investment Advisors
from 13F filings
Historical chart of Bigelow Investment Advisors investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Bigelow Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.2M | 26k | 47.52 |
| 2024-06-30 | $1.3M | 29k | 45.58 |
| 2024-03-31 | $1.4M | 30k | 46.00 |
| 2023-12-31 | $1.5M | 31k | 46.62 |
| 2023-09-30 | $1.5M | 34k | 44.23 |
| 2023-06-30 | $1.6M | 35k | 46.16 |
| 2023-03-31 | $1.7M | 37k | 46.91 |
| 2022-12-31 | $2.3M | 51k | 45.65 |
| 2022-09-30 | $2.9M | 65k | 45.31 |
| 2022-06-30 | $4.6M | 96k | 47.87 |
| 2022-03-31 | $6.6M | 131k | 50.57 |
| 2021-12-31 | $9.5M | 177k | 53.90 |
| 2021-09-30 | $9.8M | 181k | 54.26 |
| 2021-06-30 | $11M | 192k | 54.60 |
| 2021-03-31 | $10M | 192k | 53.95 |
| 2020-12-31 | $11M | 203k | 56.03 |
| 2020-09-30 | $9.9M | 177k | 56.08 |
| 2020-06-30 | $8.3M | 148k | 56.24 |
| 2020-03-31 | $5.9M | 109k | 54.27 |
| 2019-12-31 | $6.2M | 117k | 53.43 |
| 2019-09-30 | $6.3M | 117k | 53.85 |
| 2019-06-30 | $5.6M | 106k | 53.00 |
| 2019-03-31 | $5.3M | 103k | 51.88 |
| 2018-12-31 | $4.9M | 98k | 50.59 |
| 2018-09-30 | $5.2M | 103k | 50.25 |
| 2018-06-30 | $5.5M | 109k | 50.64 |
| 2018-03-31 | $7.8M | 153k | 51.02 |
| 2017-12-31 | $7.8M | 151k | 52.04 |
More positions owned by Bigelow Investment Advisors
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Top funds holding Schwab Strategic Tr us aggregate b
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