Schwab Strategic Tr us aggregate b shares owned by Clearview Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Clearview Wealth Advisors
from 13F filings
Historical chart of Clearview Wealth Advisors investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Clearview Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 498k | 23.47 |
| 2025-06-30 | $11M | 479k | 23.24 |
| 2025-03-31 | $11M | 486k | 23.16 |
| 2024-12-31 | $11M | 489k | 22.70 |
| 2024-09-30 | $11M | 235k | 47.52 |
| 2024-06-30 | $9.4M | 207k | 45.58 |
| 2024-03-31 | $4.8M | 105k | 46.00 |
| 2023-12-31 | $1.8M | 39k | 46.62 |
| 2023-09-30 | $1.6M | 37k | 44.23 |
| 2023-06-30 | $1.7M | 37k | 46.16 |
| 2023-03-31 | $1.7M | 36k | 46.91 |
| 2022-12-31 | $4.7M | 103k | 45.65 |
| 2022-09-30 | $6.3M | 139k | 45.31 |
| 2022-06-30 | $6.5M | 136k | 47.87 |
| 2022-03-31 | $8.6M | 170k | 50.57 |
Top funds holding Schwab Strategic Tr us aggregate b
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