Schwab Strategic Tr us aggregate b shares owned by Diversify Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Diversify Wealth Management
from 13F filings
Historical chart of Diversify Wealth Management investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Diversify Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 91k | 23.42 |
| 2025-06-30 | $2.1M | 91k | 23.17 |
| 2025-03-31 | $2.2M | 95k | 23.21 |
| 2024-12-31 | $2.3M | 104k | 22.49 |
| 2024-09-30 | $2.5M | 109k | 23.14 |
| 2024-06-30 | $1.1M | 24k | 47.06 |
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Top funds holding Schwab Strategic Tr us aggregate b
View all funds holding Schwab Strategic Tr us aggregate b