Schwab Strategic Tr us aggregate b shares owned by Cedar Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Cedar Wealth Management
from 13F filings
Historical chart of Cedar Wealth Management investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Cedar Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.8M | 38k | 47.52 |
| 2024-06-30 | $1.3M | 29k | 45.58 |
| 2024-03-31 | $1.9M | 42k | 46.00 |
| 2023-09-30 | $2.7M | 60k | 44.23 |
| 2023-06-30 | $3.2M | 70k | 46.16 |
| 2023-03-31 | $7.5M | 161k | 46.91 |
| 2021-12-31 | $215k | 4.0k | 53.82 |
| 2021-09-30 | $129k | 2.4k | 54.27 |
| 2021-06-30 | $117k | 2.2k | 54.37 |
| 2021-03-31 | $30k | 565 | 53.10 |
| 2020-12-31 | $12k | 223 | 53.81 |
| 2020-09-30 | $13k | 227 | 57.27 |
| 2020-06-30 | $13k | 227 | 57.27 |
| 2020-03-31 | $15k | 283 | 53.00 |
| 2019-12-31 | $35k | 662 | 52.87 |
| 2019-09-30 | $144k | 2.7k | 53.79 |
| 2019-06-30 | $52k | 977 | 53.22 |
| 2019-03-31 | $42k | 816 | 51.47 |
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