Schwab Strategic Tr us aggregate b shares owned by Burt Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Burt Wealth Advisors
from 13F filings
Historical chart of Burt Wealth Advisors investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Burt Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $982k | 42k | 23.47 |
| 2025-06-30 | $970k | 42k | 23.24 |
| 2025-03-31 | $974k | 42k | 23.16 |
| 2024-12-31 | $967k | 43k | 22.70 |
| 2024-09-30 | $1.1M | 23k | 47.52 |
| 2024-06-30 | $1.1M | 23k | 45.58 |
| 2024-03-31 | $1.1M | 23k | 46.00 |
| 2023-12-31 | $1.1M | 23k | 46.62 |
| 2023-09-30 | $1.1M | 25k | 44.23 |
| 2023-06-30 | $1.3M | 27k | 46.16 |
| 2023-03-31 | $1.3M | 27k | 46.91 |
| 2022-12-31 | $1.2M | 27k | 45.66 |
| 2022-09-30 | $532k | 12k | 45.29 |
| 2022-06-30 | $729k | 15k | 47.89 |
| 2022-03-31 | $1.4M | 28k | 50.58 |
| 2021-12-31 | $3.3M | 61k | 53.89 |
| 2021-09-30 | $931k | 17k | 54.24 |
| 2021-06-30 | $471k | 8.6k | 54.56 |
| 2021-03-31 | $351k | 6.5k | 54.00 |
| 2020-12-31 | $342k | 6.1k | 56.03 |
| 2020-09-30 | $342k | 6.1k | 56.03 |
| 2020-06-30 | $343k | 6.1k | 56.19 |
| 2020-03-31 | $363k | 6.7k | 54.27 |
| 2019-12-31 | $357k | 6.7k | 53.37 |
| 2019-09-30 | $436k | 8.1k | 53.86 |
| 2019-06-30 | $454k | 8.6k | 53.01 |
| 2019-03-31 | $434k | 8.4k | 51.85 |
| 2018-12-31 | $663k | 13k | 50.59 |
| 2018-09-30 | $656k | 13k | 50.28 |
| 2018-06-30 | $641k | 13k | 50.64 |
| 2018-03-31 | $652k | 13k | 51.01 |
| 2017-12-31 | $662k | 13k | 52.07 |
| 2017-09-30 | $658k | 13k | 52.34 |
| 2017-06-30 | $659k | 13k | 52.19 |
| 2017-03-31 | $674k | 13k | 51.76 |
| 2016-12-31 | $692k | 13k | 51.50 |
| 2016-09-30 | $725k | 14k | 53.62 |
| 2016-06-30 | $734k | 14k | 53.68 |
| 2016-03-31 | $72k | 13k | 5.58 |
| 2015-12-31 | $2.4M | 46k | 51.50 |
| 2015-09-30 | $679k | 13k | 52.13 |
| 2015-06-30 | $777k | 15k | 51.75 |
| 2015-03-31 | $695k | 13k | 52.91 |
| 2014-12-31 | $411k | 7.9k | 52.30 |
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