Schwab Strategic Tr us aggregate b shares owned by Blossom Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Blossom Wealth Management
from 13F filings
Historical chart of Blossom Wealth Management investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Blossom Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 85k | 23.47 |
| 2025-06-30 | $1.9M | 81k | 23.24 |
| 2025-03-31 | $1.7M | 73k | 23.16 |
| 2024-12-31 | $1.5M | 66k | 22.70 |
| 2024-09-30 | $1.4M | 30k | 47.52 |
| 2024-06-30 | $1.3M | 29k | 45.58 |
| 2024-03-31 | $1.3M | 27k | 46.00 |
| 2023-12-31 | $1.3M | 27k | 46.62 |
| 2023-09-30 | $1.2M | 27k | 44.23 |
| 2023-06-30 | $1.2M | 26k | 46.16 |
| 2023-03-31 | $1.1M | 23k | 46.91 |
| 2022-12-31 | $1.1M | 24k | 45.65 |
| 2022-09-30 | $977k | 22k | 45.29 |
| 2022-06-30 | $1.1M | 22k | 47.86 |
| 2022-03-31 | $1.1M | 22k | 50.57 |
| 2021-12-31 | $1.0M | 19k | 53.91 |
| 2021-09-30 | $888k | 16k | 54.27 |
| 2021-06-30 | $811k | 15k | 54.62 |
| 2021-03-31 | $763k | 14k | 53.94 |
| 2020-12-31 | $644k | 12k | 55.96 |
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