Schwab Strategic Tr us aggregate b shares owned by CVA Family Office
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by CVA Family Office
from 13F filings
Historical chart of CVA Family Office investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by CVA Family Office
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.1M | 94k | 22.70 |
| 2024-09-30 | $2.0M | 41k | 47.52 |
| 2024-06-30 | $1.9M | 41k | 45.58 |
| 2024-03-31 | $1.7M | 37k | 46.00 |
| 2023-12-31 | $1.4M | 29k | 46.62 |
| 2023-09-30 | $601k | 14k | 44.23 |
| 2023-06-30 | $372k | 8.1k | 46.16 |
| 2023-03-31 | $344k | 7.3k | 46.91 |
| 2022-12-31 | $157k | 3.4k | 45.66 |
| 2022-09-30 | $4.0k | 85 | 47.06 |
| 2022-06-30 | $40k | 845 | 47.34 |
| 2022-03-31 | $43k | 845 | 50.89 |
| 2021-12-31 | $2.3M | 43k | 53.91 |
| 2021-09-30 | $2.7M | 48k | 56.09 |
| 2021-06-30 | $3.1M | 58k | 54.60 |
| 2021-03-31 | $3.4M | 64k | 53.96 |
| 2020-12-31 | $3.1M | 55k | 56.03 |
| 2020-09-30 | $2.7M | 48k | 56.09 |
| 2020-06-30 | $1.5M | 27k | 56.24 |
| 2020-03-31 | $1.3M | 25k | 54.28 |
| 2019-12-31 | $1.0M | 20k | 53.42 |
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