Schwab Strategic Tr us aggregate b shares owned by Global Retirement Partners
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Global Retirement Partners
from 13F filings
Historical chart of Global Retirement Partners investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Global Retirement Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.4M | 53k | 46.00 |
| 2023-12-31 | $2.9M | 62k | 46.25 |
| 2023-09-30 | $3.6M | 82k | 43.71 |
| 2023-06-30 | $3.9M | 85k | 46.16 |
| 2023-03-31 | $4.0M | 86k | 47.11 |
| 2022-12-31 | $3.2M | 70k | 45.65 |
| 2022-09-30 | $4.1M | 91k | 44.69 |
| 2022-06-30 | $4.3M | 90k | 47.87 |
| 2022-03-31 | $4.1M | 85k | 48.81 |
| 2021-09-30 | $4.2M | 77k | 54.27 |
| 2021-06-30 | $4.3M | 78k | 54.60 |
| 2021-03-31 | $933k | 17k | 53.97 |
| 2020-12-31 | $530k | 9.5k | 56.01 |
| 2020-09-30 | $519k | 9.2k | 56.13 |
| 2020-06-30 | $430k | 7.6k | 56.29 |
| 2020-03-31 | $360k | 6.6k | 54.34 |
| 2019-12-31 | $280k | 5.2k | 53.48 |
| 2019-09-30 | $277k | 5.1k | 53.85 |
| 2019-06-30 | $215k | 4.1k | 53.01 |
| 2019-03-31 | $145k | 2.8k | 52.06 |
| 2018-12-31 | $124k | 2.5k | 50.49 |
| 2018-09-30 | $140k | 2.8k | 50.22 |
| 2018-06-30 | $78k | 1.5k | 50.39 |
| 2018-03-31 | $71k | 1.4k | 50.90 |
| 2017-12-31 | $65k | 1.2k | 52.38 |
| 2017-09-30 | $18k | 351 | 51.28 |
| 2017-06-30 | $16k | 311 | 51.45 |
More positions owned by Global Retirement Partners
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