Schwab Strategic Tr us aggregate b shares owned by GPWM
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by GPWM
from 13F filings
Historical chart of GPWM investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by GPWM
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.1k | 389 | 23.47 |
| 2025-06-30 | $9.0k | 389 | 23.24 |
| 2025-03-31 | $9.0k | 389 | 23.16 |
| 2024-12-31 | $7.2k | 316 | 22.70 |
| 2024-09-30 | $7.5k | 158 | 47.52 |
| 2024-06-30 | $7.2k | 158 | 45.58 |
| 2024-03-31 | $7.3k | 158 | 46.00 |
| 2023-12-31 | $7.4k | 158 | 46.62 |
| 2023-09-30 | $7.0k | 158 | 44.23 |
| 2023-06-30 | $12k | 264 | 46.16 |
| 2023-03-31 | $12k | 264 | 46.91 |
| 2022-12-31 | $67k | 1.5k | 45.65 |
| 2022-09-30 | $69k | 1.5k | 45.60 |
| 2022-06-30 | $78k | 1.6k | 47.30 |
| 2022-03-31 | $89k | 1.8k | 50.57 |
| 2021-12-31 | $91k | 1.7k | 54.17 |
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