Schwab Strategic Tr us aggregate b shares owned by Farther Finance Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Farther Finance Advisors
from 13F filings
Historical chart of Farther Finance Advisors investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Farther Finance Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $4.1M | 176k | 23.37 |
| 2025-09-30 | $3.2M | 138k | 23.47 |
| 2025-06-30 | $719k | 31k | 23.24 |
| 2025-03-31 | $1.0M | 44k | 23.18 |
| 2024-12-31 | $1.0M | 46k | 22.70 |
| 2024-09-30 | $1.1M | 23k | 47.52 |
| 2024-06-30 | $950k | 21k | 45.20 |
| 2024-03-31 | $1.1M | 24k | 45.53 |
| 2023-12-31 | $1.5M | 33k | 46.62 |
| 2023-09-30 | $900k | 20k | 44.23 |
| 2023-06-30 | $931k | 20k | 46.16 |
| 2023-03-31 | $858k | 18k | 46.91 |
| 2022-12-31 | $1.0M | 22k | 45.65 |
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