Schwab Strategic Tr us aggregate b shares owned by Bogart Wealth
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Bogart Wealth
from 13F filings
Historical chart of Bogart Wealth investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Bogart Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $6.2M | 134k | 46.00 |
| 2023-12-31 | $6.3M | 135k | 46.62 |
| 2023-09-30 | $4.6M | 104k | 44.23 |
| 2023-06-30 | $4.9M | 106k | 46.16 |
| 2023-03-31 | $4.9M | 105k | 46.91 |
| 2022-12-31 | $2.8M | 61k | 45.65 |
| 2022-09-30 | $2.5M | 54k | 45.30 |
| 2022-06-30 | $1.9M | 41k | 47.86 |
| 2022-03-31 | $1.9M | 38k | 50.57 |
| 2021-12-31 | $1.6M | 29k | 53.90 |
| 2021-09-30 | $1.7M | 31k | 54.25 |
| 2021-06-30 | $1.8M | 33k | 54.61 |
| 2021-03-31 | $1.8M | 34k | 53.95 |
| 2020-12-31 | $1.0M | 19k | 56.01 |
| 2020-09-30 | $2.7M | 49k | 56.08 |
| 2020-06-30 | $2.1M | 38k | 56.23 |
| 2020-03-31 | $1.9M | 35k | 54.28 |
| 2019-12-31 | $1.4M | 26k | 53.42 |
| 2019-09-30 | $1.3M | 25k | 53.84 |
| 2019-06-30 | $483k | 9.1k | 52.98 |
| 2019-03-31 | $472k | 9.1k | 51.79 |
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