Schwab Strategic Tr us aggregate b shares owned by Geometric Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Geometric Wealth Advisors
from 13F filings
Historical chart of Geometric Wealth Advisors investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Geometric Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $445k | 9.4k | 47.52 |
| 2024-03-31 | $301k | 6.5k | 46.00 |
| 2023-12-31 | $296k | 6.3k | 46.62 |
| 2023-09-30 | $285k | 6.4k | 44.23 |
| 2023-06-30 | $304k | 6.6k | 46.09 |
| 2023-03-31 | $307k | 6.6k | 46.80 |
| 2022-12-31 | $350k | 7.7k | 45.65 |
| 2022-09-30 | $318k | 7.0k | 45.36 |
| 2022-06-30 | $334k | 7.0k | 47.94 |
| 2022-03-31 | $359k | 7.1k | 50.60 |
Top funds holding Schwab Strategic Tr us aggregate b
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