Schwab Strategic Tr us aggregate b shares owned by Change Path
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Change Path
from 13F filings
Historical chart of Change Path investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Change Path
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.3M | 48k | 47.52 |
| 2024-06-30 | $2.1M | 46k | 45.58 |
| 2024-03-31 | $2.1M | 46k | 45.91 |
| 2023-12-31 | $2.1M | 44k | 46.63 |
| 2023-09-30 | $1.7M | 39k | 44.24 |
| 2023-06-30 | $1.6M | 35k | 45.45 |
| 2023-03-31 | $1.8M | 39k | 46.92 |
| 2022-12-31 | $1.6M | 35k | 45.64 |
| 2022-09-30 | $1.6M | 36k | 45.45 |
| 2022-06-30 | $1.7M | 36k | 47.88 |
| 2022-03-31 | $1.8M | 35k | 50.56 |
| 2021-12-31 | $2.0M | 37k | 53.89 |
| 2021-09-30 | $2.0M | 37k | 54.27 |
| 2021-06-30 | $2.6M | 47k | 54.60 |
| 2021-03-31 | $2.4M | 44k | 53.94 |
| 2020-12-31 | $2.5M | 44k | 56.04 |
| 2020-09-30 | $2.8M | 50k | 56.08 |
| 2020-06-30 | $2.7M | 49k | 56.25 |
| 2020-03-31 | $2.6M | 48k | 54.27 |
| 2019-12-31 | $2.5M | 47k | 53.44 |
| 2019-09-30 | $2.6M | 48k | 53.84 |
| 2019-06-30 | $2.8M | 53k | 53.00 |
| 2019-03-31 | $4.3M | 77k | 56.07 |
| 2018-12-31 | $52M | 1.0M | 50.59 |
| 2018-09-30 | $45M | 900k | 50.25 |
| 2018-06-30 | $41M | 817k | 50.64 |
| 2018-03-31 | $34M | 673k | 51.02 |
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