Schwab Strategic Tr us aggregate b shares owned by Burleson & Company
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Burleson & Company
from 13F filings
Historical chart of Burleson & Company investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Burleson & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-12-31 | $107k | 2.3k | 45.65 |
| 2022-09-30 | $106k | 2.3k | 45.45 |
| 2022-06-30 | $112k | 2.3k | 48.03 |
| 2022-03-31 | $118k | 2.3k | 50.60 |
| 2021-12-31 | $126k | 2.3k | 54.03 |
| 2021-09-30 | $127k | 2.3k | 54.46 |
| 2021-06-30 | $142k | 2.6k | 54.45 |
| 2021-03-31 | $142k | 2.6k | 54.14 |
| 2020-09-30 | $284k | 5.1k | 55.95 |
| 2020-06-30 | $4.7M | 83k | 56.84 |
| 2020-03-31 | $4.8M | 87k | 55.38 |
| 2019-12-31 | $5.2M | 97k | 53.92 |
| 2019-09-30 | $5.8M | 108k | 53.61 |
| 2019-06-30 | $6.9M | 130k | 53.20 |
| 2019-03-31 | $7.6M | 147k | 51.55 |
| 2018-12-31 | $9.7M | 191k | 51.00 |
| 2018-09-30 | $9.4M | 188k | 49.88 |
| 2018-06-30 | $11M | 219k | 50.64 |
| 2018-03-31 | $9.9M | 194k | 51.02 |
| 2017-12-31 | $10M | 193k | 52.04 |
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