Schwab Strategic Tr us aggregate b shares owned by Cardiff Park Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Cardiff Park Advisors
from 13F filings
Historical chart of Cardiff Park Advisors investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Cardiff Park Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $292k | 12k | 23.47 |
| 2025-06-30 | $286k | 12k | 23.24 |
| 2025-03-31 | $282k | 12k | 23.16 |
| 2024-12-31 | $275k | 12k | 22.70 |
| 2024-09-30 | $284k | 6.0k | 47.52 |
| 2024-06-30 | $270k | 5.9k | 45.58 |
| 2024-03-31 | $269k | 5.9k | 46.00 |
| 2023-12-31 | $271k | 5.8k | 46.62 |
| 2023-09-30 | $254k | 5.7k | 44.23 |
| 2023-06-30 | $263k | 5.7k | 46.16 |
| 2023-03-31 | $265k | 5.7k | 46.91 |
| 2022-12-31 | $257k | 5.6k | 45.65 |
| 2022-09-30 | $253k | 5.6k | 45.37 |
| 2022-06-30 | $265k | 5.5k | 47.83 |
| 2022-03-31 | $279k | 5.5k | 50.64 |
| 2021-12-31 | $296k | 5.5k | 53.93 |
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