Schwab Strategic Tr us aggregate b shares owned by Cutler Investment Counsel
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Cutler Investment Counsel
from 13F filings
Historical chart of Cutler Investment Counsel investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Cutler Investment Counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $913k | 39k | 23.47 |
| 2025-06-30 | $1.6M | 70k | 23.24 |
| 2025-03-31 | $1.6M | 70k | 23.16 |
| 2024-12-31 | $883k | 39k | 22.70 |
| 2024-09-30 | $658k | 14k | 47.52 |
| 2024-06-30 | $763k | 17k | 45.58 |
| 2024-03-31 | $769k | 17k | 46.00 |
| 2023-12-31 | $1.1M | 23k | 46.62 |
| 2023-09-30 | $1.0M | 23k | 44.23 |
| 2023-06-30 | $939k | 20k | 46.16 |
| 2023-03-31 | $963k | 21k | 46.91 |
| 2022-12-31 | $924k | 20k | 45.65 |
| 2022-09-30 | $555k | 12k | 45.31 |
| 2022-06-30 | $592k | 12k | 47.90 |
| 2022-03-31 | $604k | 12k | 50.57 |
| 2021-12-31 | $631k | 12k | 53.87 |
| 2021-09-30 | $635k | 12k | 54.22 |
| 2021-06-30 | $639k | 12k | 54.59 |
| 2021-03-31 | $493k | 9.1k | 53.91 |
| 2020-12-31 | $508k | 9.1k | 56.03 |
| 2020-09-30 | $505k | 9.0k | 56.10 |
| 2020-06-30 | $503k | 9.0k | 56.20 |
| 2020-03-31 | $484k | 8.9k | 54.23 |
| 2019-12-31 | $471k | 8.8k | 53.38 |
| 2019-09-30 | $475k | 8.8k | 53.84 |
| 2019-06-30 | $468k | 8.8k | 53.06 |
| 2019-03-31 | $458k | 8.8k | 51.93 |
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