Schwab Strategic Tr us aggregate b shares owned by Emerald Investment Partners
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Emerald Investment Partners
from 13F filings
Historical chart of Emerald Investment Partners investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Emerald Investment Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.4M | 231k | 23.47 |
| 2025-06-30 | $5.4M | 231k | 23.24 |
| 2025-03-31 | $7.0M | 302k | 23.16 |
| 2024-12-31 | $6.8M | 301k | 22.70 |
| 2024-09-30 | $10M | 216k | 47.52 |
| 2024-06-30 | $9.2M | 203k | 45.58 |
| 2024-03-31 | $9.0M | 196k | 46.00 |
| 2023-12-31 | $5.6M | 120k | 46.62 |
| 2023-09-30 | $6.0M | 137k | 44.23 |
| 2023-06-30 | $7.8M | 169k | 46.16 |
| 2023-03-31 | $7.8M | 165k | 46.91 |
| 2022-12-31 | $6.8M | 149k | 45.65 |
| 2022-09-30 | $1.2M | 26k | 45.31 |
| 2022-06-30 | $1.2M | 25k | 47.89 |
| 2022-03-31 | $1.5M | 30k | 50.57 |
| 2021-12-31 | $2.4M | 44k | 53.89 |
| 2021-09-30 | $279k | 5.1k | 54.24 |
| 2021-06-30 | $4.3M | 79k | 54.61 |
| 2021-03-31 | $3.6M | 66k | 53.95 |
| 2020-12-31 | $3.3M | 60k | 56.04 |
| 2020-09-30 | $238k | 4.2k | 56.05 |
| 2020-06-30 | $239k | 4.3k | 56.22 |
| 2020-03-31 | $256k | 4.7k | 54.34 |
| 2019-12-31 | $276k | 5.2k | 53.43 |
| 2019-09-30 | $266k | 4.9k | 53.92 |
| 2019-06-30 | $243k | 4.6k | 53.07 |
| 2019-03-31 | $291k | 5.6k | 51.85 |
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