Schwab Strategic Tr us aggregate b shares owned by Burns Matteson Capital Management
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Burns Matteson Capital Management
from 13F filings
Historical chart of Burns Matteson Capital Management investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Burns Matteson Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $207k | 8.8k | 23.47 |
| 2025-06-30 | $214k | 9.2k | 23.24 |
| 2025-03-31 | $213k | 9.2k | 23.16 |
| 2024-12-31 | $208k | 9.2k | 22.70 |
| 2024-09-30 | $222k | 4.7k | 47.52 |
| 2024-06-30 | $326k | 7.2k | 45.58 |
| 2024-03-31 | $371k | 8.1k | 46.00 |
| 2023-12-31 | $409k | 8.8k | 46.62 |
| 2023-09-30 | $495k | 11k | 44.23 |
| 2023-06-30 | $513k | 11k | 46.16 |
| 2023-03-31 | $518k | 11k | 46.91 |
| 2022-12-31 | $503k | 11k | 45.65 |
| 2022-09-30 | $749k | 17k | 45.31 |
| 2022-06-30 | $889k | 19k | 47.87 |
| 2022-03-31 | $1.3M | 27k | 50.57 |
| 2021-12-31 | $1.4M | 26k | 53.90 |
| 2021-09-30 | $1.7M | 32k | 54.26 |
| 2021-06-30 | $2.0M | 36k | 54.60 |
| 2021-03-31 | $2.1M | 40k | 53.95 |
| 2020-12-31 | $2.2M | 40k | 56.03 |
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