Schwab Strategic Tr us aggregate b shares owned by Cooper/haims Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Cooper/haims Advisors
from 13F filings
Historical chart of Cooper/haims Advisors investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Cooper/haims Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.4M | 146k | 23.47 |
| 2025-06-30 | $3.3M | 141k | 23.24 |
| 2025-03-31 | $2.5M | 106k | 23.16 |
| 2024-12-31 | $3.0M | 133k | 22.70 |
| 2024-09-30 | $2.4M | 51k | 47.52 |
| 2024-06-30 | $2.3M | 51k | 45.58 |
| 2024-03-31 | $2.7M | 58k | 46.00 |
| 2023-09-30 | $1.3M | 31k | 44.23 |
| 2023-06-30 | $1.2M | 25k | 46.16 |
| 2023-03-31 | $1.3M | 29k | 46.91 |
| 2022-12-31 | $4.8M | 105k | 45.65 |
| 2022-09-30 | $2.9M | 63k | 45.30 |
| 2022-06-30 | $5.4M | 113k | 47.87 |
| 2022-03-31 | $8.2M | 162k | 50.57 |
| 2021-12-31 | $11M | 197k | 53.90 |
| 2021-09-30 | $11M | 204k | 54.26 |
| 2021-06-30 | $12M | 211k | 54.60 |
| 2021-03-31 | $12M | 228k | 53.95 |
| 2020-12-31 | $14M | 258k | 56.03 |
| 2020-09-30 | $16M | 288k | 56.08 |
| 2020-06-30 | $19M | 339k | 56.24 |
| 2020-03-31 | $22M | 398k | 54.27 |
| 2019-12-31 | $23M | 433k | 53.43 |
| 2019-09-30 | $23M | 430k | 53.85 |
| 2019-06-30 | $23M | 441k | 53.00 |
| 2019-03-31 | $22M | 421k | 51.88 |
| 2018-12-31 | $24M | 477k | 50.59 |
| 2018-09-30 | $21M | 425k | 50.25 |
| 2018-06-30 | $18M | 364k | 50.64 |
| 2018-03-31 | $17M | 334k | 51.02 |
| 2017-12-31 | $15M | 291k | 52.04 |
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