Schwab Strategic Tr us aggregate b shares owned by Diversified Investment Strategies
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Diversified Investment Strategies
from 13F filings
Historical chart of Diversified Investment Strategies investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Diversified Investment Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $282k | 12k | 23.47 |
| 2025-06-30 | $279k | 12k | 23.24 |
| 2025-03-31 | $291k | 13k | 23.16 |
| 2024-12-31 | $423k | 19k | 22.70 |
| 2024-09-30 | $443k | 9.3k | 47.52 |
| 2024-06-30 | $425k | 9.3k | 45.58 |
| 2024-03-31 | $429k | 9.3k | 46.00 |
| 2023-12-31 | $437k | 9.4k | 46.62 |
| 2023-09-30 | $457k | 10k | 44.23 |
| 2023-06-30 | $527k | 11k | 46.16 |
| 2023-03-31 | $535k | 11k | 46.91 |
| 2022-12-31 | $545k | 12k | 45.65 |
| 2022-09-30 | $541k | 12k | 45.32 |
| 2022-06-30 | $550k | 12k | 47.84 |
| 2022-03-31 | $590k | 12k | 50.53 |
| 2021-12-31 | $576k | 11k | 53.88 |
| 2021-09-30 | $880k | 16k | 54.28 |
| 2021-06-30 | $936k | 17k | 54.58 |
| 2021-03-31 | $915k | 17k | 53.95 |
| 2020-12-31 | $638k | 12k | 55.62 |
| 2020-09-30 | $532k | 9.5k | 56.06 |
| 2020-06-30 | $547k | 9.7k | 56.28 |
| 2020-03-31 | $408k | 7.5k | 54.33 |
| 2019-03-31 | $240k | 4.6k | 51.89 |
| 2018-12-31 | $957k | 19k | 50.57 |
| 2018-09-30 | $2.2M | 45k | 50.25 |
| 2018-06-30 | $3.2M | 63k | 50.63 |
| 2018-03-31 | $4.6M | 90k | 51.02 |
| 2017-12-31 | $3.5M | 67k | 52.04 |
| 2017-09-30 | $4.0M | 76k | 52.36 |
| 2017-06-30 | $2.7M | 51k | 52.24 |
| 2017-03-31 | $2.6M | 50k | 51.80 |
| 2016-12-31 | $3.4M | 67k | 51.50 |
| 2016-09-30 | $236k | 4.4k | 53.64 |
| 2015-12-31 | $595k | 12k | 51.52 |
| 2015-09-30 | $440k | 8.4k | 52.10 |
More positions owned by Diversified Investment Strategies
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