Schwab Strategic Tr us aggregate b shares owned by Capital Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Capital Advisors
from 13F filings
Historical chart of Capital Advisors investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $467k | 9.8k | 47.56 |
| 2024-06-30 | $448k | 9.8k | 45.62 |
| 2024-03-31 | $452k | 9.8k | 46.03 |
| 2023-12-31 | $458k | 9.8k | 46.64 |
| 2023-09-30 | $637k | 14k | 44.23 |
| 2023-06-30 | $665k | 14k | 46.17 |
| 2023-03-31 | $676k | 14k | 46.94 |
| 2022-12-31 | $717k | 16k | 45.64 |
Top funds holding Schwab Strategic Tr us aggregate b
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