Schwab Strategic Tr us aggregate b shares owned by Client 1st Advisory Group
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Client 1st Advisory Group
from 13F filings
Historical chart of Client 1st Advisory Group investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Client 1st Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.3M | 311k | 23.47 |
| 2025-06-30 | $6.9M | 297k | 23.24 |
| 2025-03-31 | $6.7M | 287k | 23.16 |
| 2024-12-31 | $6.9M | 302k | 22.70 |
| 2024-09-30 | $6.4M | 134k | 47.52 |
| 2024-06-30 | $5.6M | 123k | 45.58 |
| 2024-03-31 | $6.0M | 131k | 46.00 |
| 2023-09-30 | $8.1M | 184k | 44.23 |
| 2023-06-30 | $10M | 216k | 46.16 |
| 2023-03-31 | $10M | 221k | 46.91 |
| 2022-12-31 | $8.3M | 182k | 45.65 |
| 2022-09-30 | $8.0M | 177k | 45.31 |
| 2022-06-30 | $8.4M | 175k | 47.87 |
| 2022-03-31 | $4.2M | 84k | 50.58 |
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