Schwab Strategic Tr us aggregate b shares owned by Financial Consulate
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Financial Consulate
from 13F filings
Historical chart of Financial Consulate investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Financial Consulate
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $450k | 19k | 23.47 |
| 2025-06-30 | $446k | 19k | 23.24 |
| 2025-03-31 | $497k | 22k | 23.16 |
| 2024-12-31 | $446k | 20k | 22.70 |
| 2024-09-30 | $467k | 9.8k | 47.52 |
| 2024-06-30 | $448k | 9.8k | 45.58 |
| 2024-03-31 | $452k | 9.8k | 46.00 |
| 2023-12-31 | $458k | 9.8k | 46.62 |
| 2023-09-30 | $435k | 9.8k | 44.23 |
| 2023-06-30 | $454k | 9.8k | 46.16 |
| 2023-03-31 | $461k | 9.8k | 46.91 |
| 2022-12-31 | $449k | 9.8k | 45.65 |
| 2022-09-30 | $445k | 9.8k | 45.28 |
| 2022-06-30 | $470k | 9.8k | 47.83 |
| 2022-03-31 | $497k | 9.8k | 50.57 |
| 2021-12-31 | $530k | 9.8k | 53.93 |
| 2021-09-30 | $536k | 9.9k | 54.26 |
| 2021-06-30 | $539k | 9.9k | 54.57 |
| 2021-03-31 | $533k | 9.9k | 53.96 |
| 2020-12-31 | $553k | 9.9k | 55.98 |
| 2020-09-30 | $554k | 9.9k | 56.08 |
| 2020-06-30 | $596k | 11k | 56.26 |
| 2020-03-31 | $575k | 11k | 54.28 |
| 2019-12-31 | $563k | 11k | 53.40 |
| 2019-09-30 | $568k | 11k | 53.87 |
| 2019-06-30 | $708k | 13k | 53.03 |
| 2019-03-31 | $1.3M | 26k | 51.88 |
| 2018-12-31 | $1.3M | 26k | 50.58 |
| 2018-09-30 | $1.3M | 27k | 50.26 |
| 2018-06-30 | $1.3M | 27k | 50.65 |
| 2018-03-31 | $1.3M | 26k | 51.04 |
| 2017-12-31 | $1.8M | 35k | 52.03 |
| 2017-09-30 | $1.7M | 32k | 52.37 |
| 2017-06-30 | $1.7M | 32k | 52.24 |
| 2017-03-31 | $1.6M | 31k | 51.78 |
| 2016-12-31 | $1.6M | 31k | 51.50 |
| 2016-09-30 | $1.4M | 26k | 53.65 |
| 2016-06-30 | $3.8M | 71k | 53.71 |
| 2016-03-31 | $3.8M | 71k | 52.82 |
| 2015-12-31 | $3.8M | 74k | 51.50 |
| 2015-09-30 | $3.9M | 74k | 52.15 |
| 2015-06-30 | $756k | 15k | 51.75 |
| 2015-03-31 | $976k | 18k | 52.92 |
| 2014-12-31 | $2.8M | 53k | 52.36 |
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