Schwab Strategic Tr us aggregate b shares owned by CWM
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by CWM
from 13F filings
Historical chart of CWM investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by CWM
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.4M | 186k | 23.47 |
| 2025-06-30 | $7.2M | 308k | 23.24 |
| 2025-03-31 | $9.4M | 405k | 23.16 |
| 2024-12-31 | $8.8M | 386k | 22.70 |
| 2024-09-30 | $4.9M | 103k | 47.52 |
| 2024-06-30 | $1.7M | 38k | 45.57 |
| 2024-03-31 | $105k | 2.3k | 45.99 |
| 2023-12-31 | $412k | 8.8k | 46.63 |
| 2023-09-30 | $394k | 8.9k | 44.20 |
| 2023-06-30 | $251k | 5.4k | 46.17 |
| 2023-03-31 | $29k | 625 | 46.40 |
| 2022-12-31 | $71k | 1.6k | 45.69 |
| 2022-09-30 | $135k | 3.0k | 45.38 |
| 2022-06-30 | $122k | 2.5k | 47.94 |
| 2022-03-31 | $52k | 1.0k | 51.03 |
| 2021-12-31 | $100k | 1.8k | 54.08 |
| 2021-06-30 | $107k | 2.0k | 54.84 |
| 2021-03-31 | $107k | 2.0k | 54.84 |
| 2020-12-31 | $107k | 2.0k | 54.84 |
| 2020-09-30 | $107k | 2.0k | 54.84 |
| 2020-06-30 | $107k | 2.0k | 54.84 |
| 2020-03-31 | $257k | 4.7k | 54.32 |
| 2019-12-31 | $107k | 2.0k | 54.84 |
| 2019-09-30 | $107k | 2.0k | 54.84 |
| 2019-06-30 | $42k | 788 | 53.30 |
| 2019-03-31 | $107k | 2.0k | 54.84 |
| 2018-06-30 | $19k | 385 | 49.35 |
| 2018-03-31 | $20k | 385 | 51.95 |
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