Schwab Strategic Tr us aggregate b shares owned by Financial Advisory Service
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Financial Advisory Service
from 13F filings
Historical chart of Financial Advisory Service investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Financial Advisory Service
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $587k | 25k | 23.47 |
| 2025-06-30 | $584k | 25k | 23.24 |
| 2025-03-31 | $460k | 20k | 23.16 |
| 2024-12-31 | $416k | 18k | 22.70 |
| 2024-09-30 | $385k | 8.1k | 47.52 |
| 2024-06-30 | $15M | 318k | 45.58 |
| 2024-03-31 | $15M | 320k | 46.00 |
| 2023-12-31 | $15M | 319k | 46.62 |
| 2023-09-30 | $14M | 311k | 44.23 |
| 2023-06-30 | $15M | 315k | 46.16 |
| 2023-03-31 | $14M | 297k | 46.91 |
| 2022-12-31 | $12M | 255k | 45.65 |
| 2022-09-30 | $9.5M | 209k | 45.31 |
| 2022-06-30 | $8.1M | 170k | 47.87 |
| 2022-03-31 | $12M | 238k | 50.57 |
| 2021-12-31 | $13M | 244k | 53.90 |
| 2021-09-30 | $14M | 256k | 54.26 |
| 2021-06-30 | $14M | 252k | 54.60 |
| 2021-03-31 | $13M | 246k | 53.95 |
| 2020-12-31 | $13M | 238k | 56.03 |
| 2020-09-30 | $9.1M | 161k | 56.08 |
| 2020-06-30 | $8.1M | 144k | 56.24 |
| 2020-03-31 | $7.5M | 137k | 54.27 |
| 2019-12-31 | $7.1M | 132k | 53.43 |
| 2019-09-30 | $6.9M | 128k | 53.85 |
| 2019-06-30 | $6.9M | 130k | 53.00 |
| 2019-03-31 | $7.7M | 148k | 51.88 |
| 2018-12-31 | $8.5M | 169k | 50.59 |
| 2018-09-30 | $8.6M | 171k | 50.25 |
| 2018-06-30 | $8.3M | 164k | 50.64 |
| 2018-03-31 | $8.2M | 161k | 51.02 |
| 2017-12-31 | $7.6M | 147k | 52.04 |
| 2017-09-30 | $7.2M | 137k | 52.36 |
| 2017-06-30 | $6.8M | 129k | 52.25 |
| 2017-03-31 | $6.5M | 126k | 51.79 |
| 2016-12-31 | $5.9M | 114k | 51.50 |
| 2016-09-30 | $5.6M | 104k | 53.67 |
| 2016-06-30 | $3.0M | 55k | 53.72 |
More positions owned by Financial Advisory Service
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