Schwab Strategic Tr us aggregate b shares owned by Chesapeake Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Chesapeake Wealth Management
from 13F filings
Historical chart of Chesapeake 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 Chesapeake Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.2M | 137k | 23.47 |
| 2025-06-30 | $3.2M | 139k | 23.24 |
| 2025-03-31 | $3.3M | 143k | 23.16 |
| 2024-12-31 | $3.3M | 145k | 22.70 |
| 2024-09-30 | $3.5M | 74k | 47.52 |
| 2024-06-30 | $3.2M | 70k | 45.58 |
| 2024-03-31 | $3.4M | 75k | 46.00 |
| 2023-12-31 | $3.5M | 75k | 46.62 |
| 2023-09-30 | $3.0M | 68k | 44.23 |
| 2023-06-30 | $3.1M | 67k | 46.16 |
| 2023-03-31 | $3.2M | 69k | 46.91 |
| 2022-12-31 | $3.3M | 72k | 45.65 |
| 2022-09-30 | $3.4M | 74k | 45.31 |
| 2022-06-30 | $4.0M | 84k | 47.87 |
| 2022-03-31 | $4.7M | 93k | 50.57 |
| 2021-12-31 | $5.1M | 96k | 53.90 |
| 2021-09-30 | $5.3M | 97k | 54.26 |
| 2021-06-30 | $5.7M | 104k | 54.60 |
| 2021-03-31 | $5.5M | 103k | 53.95 |
| 2020-12-31 | $5.7M | 101k | 56.03 |
| 2020-09-30 | $5.6M | 100k | 56.08 |
| 2020-06-30 | $5.5M | 98k | 56.24 |
| 2020-03-31 | $5.5M | 101k | 54.27 |
| 2019-12-31 | $5.2M | 98k | 53.43 |
| 2019-09-30 | $5.2M | 97k | 53.85 |
| 2019-06-30 | $5.2M | 99k | 53.00 |
| 2019-03-31 | $5.0M | 96k | 51.88 |
| 2018-12-31 | $5.1M | 101k | 50.59 |
| 2018-09-30 | $4.9M | 97k | 50.25 |
| 2018-06-30 | $5.1M | 100k | 50.64 |
| 2018-03-31 | $5.4M | 105k | 51.02 |
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