Schwab Strategic Tr us aggregate b shares owned by Black Diamond Financial
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Black Diamond Financial
from 13F filings
Historical chart of Black Diamond Financial investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Black Diamond Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $209k | 8.9k | 23.47 |
| 2025-06-30 | $204k | 8.8k | 23.24 |
| 2024-09-30 | $218k | 4.6k | 47.52 |
| 2024-06-30 | $209k | 4.6k | 45.58 |
| 2023-03-31 | $203k | 4.3k | 46.91 |
| 2022-12-31 | $200k | 4.4k | 45.65 |
| 2022-06-30 | $213k | 4.4k | 47.92 |
| 2022-03-31 | $259k | 5.1k | 50.54 |
| 2021-12-31 | $273k | 5.1k | 53.97 |
| 2021-09-30 | $264k | 4.9k | 54.21 |
| 2021-06-30 | $336k | 6.2k | 54.58 |
| 2021-03-31 | $331k | 6.1k | 54.03 |
| 2020-12-31 | $338k | 6.0k | 56.10 |
| 2020-09-30 | $339k | 6.0k | 56.13 |
| 2020-06-30 | $342k | 6.1k | 56.17 |
| 2020-03-31 | $336k | 6.2k | 54.29 |
| 2019-12-31 | $287k | 5.4k | 53.49 |
| 2019-09-30 | $288k | 5.3k | 53.90 |
| 2019-06-30 | $287k | 5.4k | 52.92 |
| 2019-03-31 | $272k | 5.2k | 51.95 |
| 2018-12-31 | $258k | 5.1k | 50.50 |
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