Schwab Strategic Tr us aggregate b shares owned by Curi Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Curi Wealth Management
from 13F filings
Historical chart of Curi Wealth Management investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Curi Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $5.9M | 127k | 46.62 |
| 2023-09-30 | $6.2M | 141k | 44.23 |
| 2023-06-30 | $6.7M | 145k | 46.16 |
| 2023-03-31 | $5.9M | 126k | 46.91 |
| 2022-12-31 | $4.9M | 108k | 45.65 |
| 2022-09-30 | $2.8M | 62k | 45.31 |
| 2022-06-30 | $410k | 8.6k | 47.84 |
| 2022-03-31 | $568k | 11k | 50.51 |
| 2021-12-31 | $572k | 11k | 53.86 |
| 2021-09-30 | $527k | 9.7k | 54.21 |
| 2021-06-30 | $419k | 7.7k | 54.58 |
| 2021-03-31 | $354k | 6.6k | 53.86 |
| 2020-12-31 | $270k | 4.8k | 55.92 |
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