Schwab Strategic Tr us aggregate b shares owned by Frontier Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Frontier Wealth Management
from 13F filings
Historical chart of Frontier Wealth Management investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Frontier Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-06-30 | $259k | 5.3k | 49.23 |
| 2022-03-31 | $259k | 5.3k | 49.23 |
| 2021-12-31 | $332k | 6.2k | 53.89 |
| 2021-09-30 | $386k | 7.1k | 54.24 |
| 2021-06-30 | $398k | 7.3k | 54.60 |
| 2021-03-31 | $497k | 9.2k | 53.95 |
| 2020-12-31 | $337k | 6.0k | 55.98 |
| 2020-09-30 | $1.7M | 30k | 56.06 |
| 2020-06-30 | $1.4M | 24k | 56.26 |
| 2019-03-31 | $833k | 16k | 51.90 |
| 2018-12-31 | $24M | 465k | 50.59 |
| 2018-09-30 | $21M | 418k | 50.25 |
| 2018-06-30 | $20M | 403k | 50.64 |
| 2018-03-31 | $17M | 334k | 51.02 |
| 2017-12-31 | $14M | 260k | 52.04 |
| 2017-09-30 | $11M | 215k | 52.36 |
| 2017-06-30 | $11M | 201k | 52.25 |
| 2017-03-31 | $8.9M | 171k | 51.79 |
| 2016-12-31 | $7.5M | 145k | 51.50 |
| 2016-09-30 | $6.8M | 128k | 53.67 |
| 2016-06-30 | $3.1M | 58k | 53.71 |
| 2016-03-31 | $2.7M | 52k | 52.82 |
| 2015-12-31 | $2.8M | 55k | 51.51 |
| 2015-09-30 | $2.8M | 55k | 52.14 |
| 2015-06-30 | $3.0M | 57k | 51.73 |
| 2015-03-31 | $3.1M | 59k | 52.92 |
| 2014-12-31 | $3.1M | 59k | 52.36 |
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