Schwab Strategic Tr us aggregate b shares owned by Curtis Advisory Group
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Curtis Advisory Group
from 13F filings
Historical chart of Curtis 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 Curtis Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.9M | 104k | 47.52 |
| 2024-06-30 | $4.4M | 97k | 45.58 |
| 2024-03-31 | $4.0M | 86k | 46.00 |
| 2023-12-31 | $3.3M | 70k | 46.62 |
| 2023-09-30 | $2.8M | 63k | 44.23 |
| 2023-06-30 | $2.9M | 62k | 46.16 |
| 2023-03-31 | $3.0M | 63k | 46.91 |
| 2022-12-31 | $2.7M | 60k | 45.65 |
| 2022-09-30 | $2.0M | 45k | 45.30 |
| 2022-06-30 | $2.0M | 42k | 47.87 |
| 2022-03-31 | $2.3M | 45k | 50.56 |
| 2021-12-31 | $2.6M | 49k | 53.90 |
| 2021-09-30 | $2.5M | 46k | 54.26 |
| 2021-06-30 | $1.8M | 33k | 54.61 |
| 2021-03-31 | $1.6M | 29k | 53.94 |
| 2020-12-31 | $1.6M | 29k | 56.03 |
| 2020-09-30 | $1.5M | 27k | 56.09 |
| 2020-06-30 | $1.5M | 26k | 56.23 |
| 2020-03-31 | $776k | 14k | 54.27 |
| 2019-12-31 | $651k | 12k | 53.47 |
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