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Schwab Strategic Tr us aggregate b shares owned by Cary Street Partner Investment Advisory

Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Cary Street Partner Investment Advisory from 13F filings

Historical chart of Cary Street Partner Investment Advisory investment in Schwab Strategic Tr us aggregate b

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us aggregate b held by Cary Street Partner Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Cary Street Partner Investment Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $416k 18k 23.37
2023-09-30 $96k 2.2k 44.23
2023-06-30 $101k 2.2k 46.16
2023-03-31 $102k 2.2k 46.91
2022-12-31 $100k 2.2k 45.65
2022-06-30 $173k 3.6k 47.95