Schwab Strategic Tr us aggregate b shares owned by David Vaughan Investments
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by David Vaughan Investments
from 13F filings
Historical chart of David Vaughan Investments investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by David Vaughan Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $222k | 9.5k | 23.49 |
| 2025-06-30 | $242k | 10k | 23.22 |
| 2025-03-31 | $237k | 10k | 23.14 |
| 2024-12-31 | $255k | 11k | 22.69 |
| 2024-09-30 | $358k | 7.5k | 47.56 |
| 2024-06-30 | $343k | 7.5k | 45.56 |
| 2024-03-31 | $346k | 7.5k | 45.96 |
| 2023-12-31 | $387k | 8.3k | 46.67 |
| 2023-09-30 | $531k | 12k | 44.26 |
| 2023-06-30 | $555k | 12k | 46.14 |
| 2023-03-31 | $621k | 13k | 46.95 |
| 2022-12-31 | $604k | 13k | 45.66 |
| 2022-09-30 | $600k | 13k | 45.31 |
| 2022-06-30 | $696k | 15k | 47.86 |
| 2022-03-31 | $736k | 15k | 50.60 |
| 2021-12-31 | $784k | 15k | 53.90 |
| 2021-09-30 | $907k | 17k | 54.24 |
| 2021-06-30 | $913k | 17k | 54.60 |
| 2021-03-31 | $937k | 17k | 53.97 |
| 2020-12-31 | $944k | 17k | 56.05 |
| 2020-09-30 | $1.1M | 20k | 56.07 |
| 2020-06-30 | $1.2M | 21k | 56.26 |
| 2020-03-31 | $1.3M | 24k | 54.26 |
| 2019-12-31 | $1.5M | 28k | 53.44 |
| 2019-09-30 | $1.9M | 36k | 53.86 |
| 2019-06-30 | $2.5M | 47k | 52.99 |
| 2019-03-31 | $2.6M | 50k | 51.89 |
| 2018-12-31 | $2.2M | 44k | 50.59 |
| 2018-09-30 | $1.6M | 32k | 50.24 |
| 2018-06-30 | $1.2M | 23k | 50.63 |
| 2018-03-31 | $380k | 7.4k | 51.06 |
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