Schwab Strategic Tr us aggregate b shares owned by Genesee Capital Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Genesee Capital Advisors
from 13F filings
Historical chart of Genesee Capital Advisors investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Genesee Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $210k | 4.6k | 46.00 |
| 2023-12-31 | $246k | 5.3k | 46.62 |
| 2023-06-30 | $242k | 5.2k | 46.16 |
| 2023-03-31 | $420k | 8.9k | 46.91 |
| 2022-12-31 | $407k | 8.9k | 45.65 |
| 2022-09-30 | $408k | 9.0k | 45.28 |
| 2022-06-30 | $430k | 9.0k | 47.92 |
| 2022-03-31 | $2.8M | 56k | 50.57 |
| 2021-12-31 | $2.9M | 54k | 53.90 |
| 2021-09-30 | $3.1M | 56k | 54.27 |
| 2021-03-31 | $379k | 7.0k | 53.90 |
| 2020-12-31 | $399k | 7.1k | 55.98 |
| 2020-09-30 | $275k | 4.9k | 56.01 |
| 2020-06-30 | $208k | 3.7k | 56.09 |
| 2020-03-31 | $201k | 3.7k | 54.12 |
| 2019-12-31 | $1.2M | 22k | 53.41 |
| 2019-09-30 | $1.1M | 20k | 53.81 |
| 2019-06-30 | $1.0M | 19k | 52.97 |
| 2019-03-31 | $553k | 11k | 51.91 |
| 2018-12-31 | $313k | 6.2k | 50.52 |
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