Schwab Strategic Tr us aggregate b shares owned by Evensky & Katz
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Evensky & Katz
from 13F filings
Historical chart of Evensky & Katz investment in Schwab Strategic Tr us aggregate b
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr us aggregate b held by Evensky & Katz consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Evensky & Katz
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $133k | 5.7k | 23.41 |
| 2025-06-30 | $131k | 5.6k | 23.30 |
| 2025-03-31 | $280k | 12k | 23.20 |
| 2024-12-31 | $273k | 12k | 22.71 |
| 2024-09-30 | $283k | 5.9k | 47.60 |
| 2024-06-30 | $295k | 6.5k | 45.60 |
| 2024-03-31 | $359k | 7.8k | 45.95 |
| 2023-12-31 | $371k | 8.0k | 46.61 |
| 2023-09-30 | $365k | 8.2k | 44.26 |
| 2023-06-30 | $585k | 13k | 46.13 |
| 2023-03-31 | $669k | 14k | 46.88 |
| 2022-12-31 | $729k | 16k | 45.64 |
| 2022-09-30 | $2.0M | 45k | 45.30 |
| 2022-06-30 | $2.2M | 46k | 47.87 |
| 2022-03-31 | $2.8M | 55k | 50.57 |
| 2021-12-31 | $6.2M | 116k | 53.90 |
| 2021-09-30 | $5.9M | 109k | 54.26 |
| 2021-06-30 | $7.4M | 135k | 54.60 |
| 2021-03-31 | $7.5M | 139k | 53.95 |
| 2020-12-31 | $8.2M | 146k | 56.03 |
| 2020-09-30 | $8.2M | 147k | 56.08 |
| 2020-06-30 | $8.3M | 147k | 56.24 |
| 2020-03-31 | $7.9M | 146k | 54.27 |
| 2019-12-31 | $8.7M | 164k | 53.43 |
| 2019-09-30 | $9.1M | 169k | 53.85 |
| 2019-06-30 | $8.7M | 163k | 53.00 |
| 2019-03-31 | $8.2M | 159k | 51.88 |
Top funds holding Schwab Strategic Tr us aggregate b
View all funds holding Schwab Strategic Tr us aggregate b