Schwab Strategic Tr us aggregate b shares owned by Coastal Capital Group
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Coastal Capital Group
from 13F filings
Historical chart of Coastal Capital Group investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Coastal Capital Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $40k | 876 | 46.15 |
| 2023-03-31 | $41k | 869 | 46.91 |
| 2022-12-31 | $878k | 19k | 45.31 |
| 2022-09-30 | $878k | 19k | 45.33 |
| 2022-06-30 | $987k | 21k | 47.88 |
| 2022-03-31 | $1.3M | 27k | 50.57 |
| 2021-12-31 | $1.4M | 26k | 53.91 |
| 2021-09-30 | $1.9M | 36k | 54.25 |
| 2021-06-30 | $2.3M | 42k | 54.60 |
| 2021-03-31 | $2.4M | 44k | 53.94 |
| 2020-12-31 | $5.6M | 101k | 56.03 |
| 2020-09-30 | $7.6M | 136k | 56.06 |
| 2020-06-30 | $8.4M | 149k | 56.16 |
| 2020-03-31 | $53M | 975k | 54.27 |
| 2019-12-31 | $51M | 958k | 53.43 |
| 2019-09-30 | $44M | 820k | 53.85 |
| 2019-06-30 | $32M | 604k | 53.00 |
| 2019-03-31 | $24M | 458k | 51.88 |
| 2018-12-31 | $12M | 228k | 50.59 |
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