Schwab Strategic Tr us aggregate b shares owned by Cape Investment Advisory
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Cape Investment Advisory
from 13F filings
Historical chart of Cape Investment Advisory investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Cape Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $72k | 3.0k | 23.47 |
| 2025-06-30 | $74 | 3 | 24.67 |
| 2025-03-31 | $18 | 1 | 18.00 |
| 2024-12-31 | $17 | 1 | 17.00 |
| 2024-09-30 | $21k | 445 | 47.49 |
| 2024-06-30 | $46k | 1.0k | 45.57 |
| 2024-03-31 | $63k | 1.4k | 46.01 |
| 2023-12-31 | $135k | 2.9k | 46.62 |
| 2023-09-30 | $20k | 445 | 44.20 |
| 2023-06-30 | $253 | 6 | 42.33 |
| 2023-03-31 | $146 | 3 | 48.67 |
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