Schwab Strategic Tr us aggregate b shares owned by Cedar Mountain Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Cedar Mountain Advisors
from 13F filings
Historical chart of Cedar Mountain Advisors investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Cedar Mountain Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $15M | 646k | 23.47 |
| 2025-06-30 | $15M | 623k | 23.24 |
| 2025-03-31 | $14M | 613k | 23.16 |
| 2024-12-31 | $13M | 565k | 22.70 |
| 2024-09-30 | $14M | 297k | 47.52 |
| 2024-06-30 | $39k | 850 | 45.61 |
| 2024-03-31 | $39k | 842 | 46.01 |
| 2023-12-31 | $79k | 1.7k | 46.63 |
| 2023-09-30 | $189k | 4.3k | 44.23 |
| 2023-06-30 | $196k | 4.2k | 46.16 |
| 2023-03-31 | $198k | 4.2k | 46.91 |
| 2022-12-31 | $192k | 4.2k | 45.65 |
| 2022-09-30 | $189k | 4.2k | 45.36 |
| 2022-06-30 | $223k | 4.7k | 47.90 |
| 2022-03-31 | $264k | 5.2k | 50.49 |
| 2021-12-31 | $309k | 5.7k | 53.85 |
| 2021-09-30 | $303k | 5.6k | 54.19 |
| 2021-06-30 | $306k | 5.6k | 54.56 |
| 2021-03-31 | $287k | 5.3k | 53.90 |
| 2020-12-31 | $277k | 4.9k | 56.10 |
| 2020-09-30 | $254k | 4.5k | 56.16 |
| 2020-06-30 | $242k | 4.3k | 56.15 |
| 2020-03-31 | $230k | 4.2k | 54.21 |
| 2019-12-31 | $261k | 4.9k | 53.52 |
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