Schwab Strategic Tr us aggregate b shares owned by D.B. Root & Company
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by D.B. Root & Company
from 13F filings
Historical chart of D.B. Root & Company investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by D.B. Root & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $283k | 12k | 23.47 |
| 2025-06-30 | $319k | 14k | 23.24 |
| 2025-03-31 | $398k | 17k | 23.16 |
| 2024-12-31 | $402k | 18k | 22.70 |
| 2024-09-30 | $420k | 8.8k | 47.52 |
| 2024-06-30 | $438k | 9.6k | 45.58 |
| 2024-03-31 | $449k | 9.8k | 46.00 |
| 2023-12-31 | $505k | 11k | 46.62 |
| 2023-09-30 | $563k | 13k | 44.23 |
| 2023-06-30 | $654k | 14k | 46.16 |
| 2023-03-31 | $723k | 15k | 46.91 |
| 2022-12-31 | $740k | 16k | 45.65 |
| 2022-09-30 | $830k | 18k | 45.28 |
| 2022-06-30 | $3.7M | 77k | 47.86 |
| 2022-03-31 | $5.0M | 100k | 50.56 |
| 2021-12-31 | $8.0M | 148k | 53.89 |
| 2021-09-30 | $18M | 324k | 54.26 |
| 2021-06-30 | $14M | 264k | 54.60 |
| 2021-03-31 | $14M | 261k | 53.95 |
| 2020-12-31 | $16M | 285k | 56.03 |
| 2020-09-30 | $16M | 277k | 56.08 |
| 2020-06-30 | $15M | 262k | 56.24 |
| 2020-03-31 | $13M | 242k | 54.27 |
| 2019-12-31 | $11M | 199k | 53.43 |
| 2019-09-30 | $9.4M | 174k | 53.85 |
| 2019-06-30 | $8.3M | 156k | 53.00 |
| 2019-03-31 | $8.0M | 155k | 51.88 |
| 2018-12-31 | $5.2M | 104k | 50.25 |
| 2018-09-30 | $5.2M | 104k | 50.25 |
| 2018-06-30 | $3.7M | 72k | 50.64 |
| 2018-03-31 | $2.7M | 54k | 51.02 |
| 2017-12-31 | $2.3M | 44k | 52.05 |
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