Schwab Strategic Tr us aggregate b shares owned by Bristlecone Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Bristlecone Advisors
from 13F filings
Historical chart of Bristlecone Advisors investment in Schwab Strategic Tr us aggregate b
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All positions including Schwab Strategic Tr us aggregate b held by Bristlecone Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $56k | 1.2k | 47.52 |
2023-06-30 | $130k | 2.8k | 46.16 |
2023-03-31 | $132k | 2.8k | 46.91 |
2018-09-30 | $3.0M | 59k | 50.24 |
2018-06-30 | $9.7M | 191k | 50.64 |
2018-03-31 | $9.9M | 194k | 51.02 |
2017-06-30 | $9.6M | 185k | 52.25 |
2017-03-31 | $9.9M | 191k | 51.79 |
2016-12-31 | $13M | 243k | 51.50 |
2016-09-30 | $13M | 236k | 53.67 |
2016-06-30 | $11M | 209k | 53.72 |
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