Schwab Strategic Tr us aggregate b shares owned by Bsc Private Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Bsc Private Wealth Management
from 13F filings
Historical chart of Bsc Private 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 Bsc Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $228k | 4.8k | 47.52 |
| 2024-06-30 | $224k | 4.9k | 45.58 |
| 2024-03-31 | $234k | 5.1k | 46.00 |
| 2023-12-31 | $243k | 5.2k | 46.62 |
| 2023-09-30 | $243k | 5.5k | 44.23 |
| 2022-06-30 | $220k | 4.6k | 47.83 |
| 2022-03-31 | $225k | 4.4k | 50.61 |
| 2021-12-31 | $239k | 4.4k | 53.82 |
| 2021-09-30 | $207k | 3.8k | 54.33 |
| 2021-06-30 | $263k | 4.8k | 54.52 |
| 2021-03-31 | $564k | 10k | 54.00 |
| 2020-12-31 | $15M | 263k | 56.03 |
| 2020-09-30 | $11M | 202k | 56.08 |
| 2020-06-30 | $11M | 187k | 56.24 |
| 2020-03-31 | $6.2M | 115k | 54.27 |
| 2019-12-31 | $6.0M | 113k | 53.43 |
| 2019-09-30 | $4.4M | 83k | 53.85 |
| 2019-06-30 | $3.9M | 73k | 53.00 |
| 2019-03-31 | $3.6M | 69k | 51.88 |
| 2018-12-31 | $1.6M | 31k | 50.59 |
| 2018-09-30 | $1.2M | 24k | 50.23 |
| 2018-06-30 | $301k | 5.9k | 50.66 |
| 2018-03-31 | $37k | 729 | 50.75 |
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