Schwab Strategic Tr us aggregate b shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $15M | 321k | 47.52 |
| 2024-03-31 | $14M | 309k | 46.00 |
| 2023-12-31 | $14M | 300k | 46.62 |
| 2023-09-30 | $2.1M | 47k | 44.23 |
| 2023-06-30 | $16M | 348k | 46.16 |
| 2023-03-31 | $1.0M | 22k | 46.91 |
| 2022-12-31 | $1.0M | 22k | 45.65 |
| 2022-09-30 | $1.0M | 23k | 45.32 |
| 2022-06-30 | $1.1M | 22k | 47.83 |
| 2022-03-31 | $990k | 20k | 50.59 |
| 2021-12-31 | $1.1M | 21k | 53.88 |
More positions owned by Congress Wealth Management LLC / DE /
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Top funds holding Schwab Strategic Tr us aggregate b
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