Schwab Strategic Tr us aggregate b shares owned by Gradient Capital Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Gradient Capital Advisors
from 13F filings
Historical chart of Gradient 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 Gradient Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $940k | 20k | 46.00 |
| 2023-12-31 | $948k | 20k | 46.62 |
| 2023-09-30 | $905k | 21k | 44.23 |
| 2023-06-30 | $955k | 21k | 46.16 |
| 2023-03-31 | $1.0M | 22k | 46.91 |
| 2022-12-31 | $1.0M | 22k | 45.65 |
| 2022-09-30 | $1.0M | 23k | 45.31 |
| 2022-06-30 | $1.5M | 31k | 47.88 |
| 2022-03-31 | $1.9M | 38k | 50.58 |
| 2021-12-31 | $2.1M | 38k | 53.91 |
| 2021-09-30 | $2.2M | 41k | 54.26 |
| 2021-06-30 | $2.2M | 41k | 54.59 |
| 2021-03-31 | $2.2M | 41k | 53.95 |
| 2020-12-31 | $2.2M | 39k | 56.04 |
| 2020-09-30 | $2.3M | 42k | 56.08 |
| 2020-06-30 | $2.2M | 40k | 56.23 |
| 2020-03-31 | $2.1M | 39k | 54.26 |
| 2019-12-31 | $2.2M | 41k | 53.43 |
| 2019-09-30 | $2.2M | 41k | 53.85 |
| 2019-06-30 | $2.1M | 40k | 53.00 |
| 2019-03-31 | $2.1M | 40k | 51.87 |
| 2018-12-31 | $2.0M | 41k | 50.59 |
| 2018-09-30 | $2.0M | 40k | 50.24 |
| 2018-06-30 | $2.2M | 43k | 50.64 |
| 2018-03-31 | $2.1M | 41k | 51.02 |
| 2017-12-31 | $2.0M | 38k | 52.05 |
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