Schwab Strategic Tr us aggregate b shares owned by BKD Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by BKD Wealth Advisors
from 13F filings
Historical chart of BKD Wealth Advisors investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by BKD Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $303k | 13k | 23.47 |
| 2025-06-30 | $300k | 13k | 23.24 |
| 2025-03-31 | $430k | 19k | 23.16 |
| 2024-12-31 | $754k | 33k | 22.70 |
| 2024-09-30 | $927k | 20k | 47.52 |
| 2024-06-30 | $916k | 20k | 45.58 |
| 2024-03-31 | $921k | 20k | 46.00 |
| 2023-12-31 | $829k | 18k | 46.62 |
| 2023-09-30 | $281k | 6.4k | 44.23 |
Top funds holding Schwab Strategic Tr us aggregate b
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