Schwab Strategic Tr us aggregate b shares owned by Financial Life Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Financial Life Advisors
from 13F filings
Historical chart of Financial Life Advisors investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Financial Life Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $23M | 503k | 46.00 |
| 2023-12-31 | $22M | 477k | 46.62 |
| 2023-09-30 | $23M | 527k | 44.23 |
| 2023-06-30 | $23M | 496k | 46.16 |
| 2023-03-31 | $17M | 351k | 46.91 |
| 2022-12-31 | $20M | 438k | 45.65 |
| 2022-09-30 | $2.8M | 61k | 45.31 |
| 2022-03-31 | $263k | 5.2k | 50.66 |
| 2021-12-31 | $345k | 6.4k | 53.91 |
| 2021-09-30 | $347k | 6.4k | 54.23 |
| 2021-06-30 | $349k | 6.4k | 54.54 |
| 2021-03-31 | $345k | 6.4k | 53.91 |
| 2020-12-31 | $282k | 5.0k | 55.90 |
| 2020-09-30 | $515k | 9.2k | 56.00 |
| 2019-12-31 | $491k | 9.2k | 53.39 |
| 2019-09-30 | $495k | 9.2k | 53.83 |
| 2019-06-30 | $487k | 9.2k | 52.96 |
| 2019-03-31 | $477k | 9.2k | 51.87 |
| 2018-12-31 | $465k | 9.2k | 50.57 |
| 2018-09-30 | $462k | 9.2k | 50.24 |
| 2018-06-30 | $466k | 9.2k | 50.67 |
| 2018-03-31 | $469k | 9.2k | 51.00 |
| 2017-12-31 | $431k | 8.3k | 52.08 |
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