Schwab Strategic Tr us aggregate b shares owned by Callan Capital
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Callan Capital
from 13F filings
Historical chart of Callan Capital investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Callan Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $7.5M | 161k | 46.62 |
| 2023-09-30 | $5.9M | 133k | 44.23 |
| 2023-06-30 | $6.0M | 130k | 46.16 |
| 2023-03-31 | $6.6M | 142k | 46.91 |
| 2022-12-31 | $6.2M | 136k | 45.65 |
| 2022-09-30 | $2.1M | 47k | 45.31 |
| 2022-06-30 | $2.7M | 56k | 47.87 |
| 2018-06-30 | $3.6M | 72k | 50.64 |
| 2018-03-31 | $3.8M | 74k | 51.02 |
| 2017-12-31 | $4.1M | 79k | 52.04 |
| 2017-09-30 | $3.8M | 73k | 52.36 |
| 2017-06-30 | $3.6M | 70k | 52.25 |
| 2017-03-31 | $4.0M | 77k | 51.79 |
| 2016-12-31 | $3.5M | 68k | 51.50 |
| 2016-09-30 | $4.3M | 80k | 53.67 |
| 2016-06-30 | $4.1M | 76k | 53.72 |
| 2016-03-31 | $4.0M | 76k | 52.83 |
| 2015-12-31 | $4.3M | 83k | 51.49 |
| 2015-09-30 | $4.2M | 80k | 52.14 |
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