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
Download as csvQuarterly 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 |
More positions owned by Cary Street Partner Investment Advisory
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Top funds holding Schwab Strategic Tr us aggregate b
View all funds holding Schwab Strategic Tr us aggregate b