Schwab Strategic Tr us aggregate b shares owned by Daymark Wealth Partners
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Daymark Wealth Partners
from 13F filings
Historical chart of Daymark Wealth Partners investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Daymark Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.0M | 104k | 47.52 |
| 2024-03-31 | $6.4M | 139k | 46.00 |
| 2023-12-31 | $5.0M | 108k | 46.62 |
| 2023-09-30 | $8.8M | 199k | 44.23 |
| 2023-06-30 | $13M | 289k | 46.16 |
| 2023-03-31 | $2.8M | 61k | 46.91 |
| 2022-12-31 | $570k | 13k | 45.65 |
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