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Schwab Strategic Tr us aggregate b shares owned by Charles Schwab Investment Advisory

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

Historical chart of Charles Schwab 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 Charles Schwab 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 Charles Schwab Investment Advisory

Quarter filed Position value Share count Share price at filing
2023-06-30 $9.5M 206k 46.16
2023-03-31 $7.6M 163k 46.91
2022-12-31 $7.5M 164k 45.65
2022-09-30 $6.8M 149k 45.31
2022-06-30 $267k 5.6k 47.90
2022-03-31 $529k 11k 50.56
2021-12-31 $655k 12k 53.77
2021-09-30 $493k 9.1k 54.48
2021-06-30 $548k 10k 54.67
2021-03-31 $483k 8.9k 53.99
2020-12-31 $273k 4.9k 55.88
2019-06-30 $469k 8.9k 52.99
2018-03-31 $440k 8.6k 50.95
2015-12-31 $772k 15k 51.52
2015-09-30 $1.0M 20k 52.12

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