Schwab Strategic Tr us aggregate b shares owned by Feltz Wealth PLAN
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Feltz Wealth PLAN
from 13F filings
Historical chart of Feltz Wealth PLAN investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Feltz Wealth PLAN
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.1M | 86k | 47.52 |
| 2024-06-30 | $4.1M | 89k | 45.58 |
| 2024-03-31 | $3.9M | 84k | 46.00 |
| 2023-12-31 | $3.8M | 81k | 46.62 |
| 2023-09-30 | $3.2M | 72k | 44.23 |
| 2023-06-30 | $2.9M | 64k | 46.16 |
| 2023-03-31 | $0 | 68k | 0.00 |
| 2022-12-31 | $2.7M | 59k | 46.32 |
| 2022-03-31 | $1.4M | 29k | 48.48 |
| 2021-12-31 | $1.1M | 21k | 52.21 |
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