Schwab Strategic Tr us aggregate b shares owned by Facet Wealth
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Facet Wealth
from 13F filings
Historical chart of Facet Wealth investment in Schwab Strategic Tr us aggregate b
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All positions including Schwab Strategic Tr us aggregate b held by Facet Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab Strategic Tr us aggregate b by Facet Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $344k | 15k | 23.42 |
| 2022-09-30 | $3.6M | 82k | 44.27 |
| 2022-06-30 | $4.1M | 86k | 47.87 |
| 2022-03-31 | $2.4M | 48k | 50.56 |
| 2021-12-31 | $2.6M | 48k | 53.90 |
| 2021-09-30 | $2.6M | 49k | 54.27 |
| 2021-06-30 | $2.7M | 49k | 54.60 |
| 2021-03-31 | $2.9M | 54k | 53.94 |
| 2020-12-31 | $2.9M | 52k | 56.02 |
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