Schwab Strategic Tr us aggregate b shares owned by Forthright Family Wealth Advisory
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Forthright Family Wealth Advisory
from 13F filings
Historical chart of Forthright Family Wealth Advisory investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Forthright Family Wealth Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.4M | 313k | 23.47 |
| 2025-06-30 | $9.8M | 420k | 23.24 |
| 2025-03-31 | $10M | 432k | 23.16 |
| 2024-12-31 | $10M | 441k | 22.70 |
| 2024-09-30 | $9.4M | 405k | 23.28 |
| 2024-06-30 | $6.5M | 142k | 45.58 |
| 2024-03-31 | $5.8M | 126k | 46.00 |
| 2023-12-31 | $4.8M | 103k | 46.62 |
More positions owned by Forthright Family Wealth Advisory
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Top funds holding Schwab Strategic Tr us aggregate b
View all funds holding Schwab Strategic Tr us aggregate b