Schwab Strategic Tr us aggregate b shares owned by FirstPurpose Wealth
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by FirstPurpose Wealth
from 13F filings
Historical chart of FirstPurpose Wealth investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by FirstPurpose Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.1M | 25k | 44.98 |
| 2023-12-31 | $1.3M | 28k | 46.62 |
| 2023-09-30 | $1.0M | 24k | 44.23 |
| 2023-06-30 | $1.1M | 24k | 46.16 |
| 2023-03-31 | $801k | 17k | 46.91 |
| 2022-12-31 | $558k | 12k | 45.65 |
| 2022-09-30 | $786k | 17k | 45.33 |
| 2022-06-30 | $845k | 18k | 47.86 |
| 2022-03-31 | $1.2M | 24k | 50.58 |
| 2021-12-31 | $941k | 18k | 53.90 |
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