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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

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us aggregate b held by Bsc Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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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
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