Schwab Strategic Tr us aggregate b shares owned by Graves-Light Private Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Graves-Light Private Wealth Management
from 13F filings
Historical chart of Graves-Light Private Wealth Management investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Graves-Light Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 56k | 23.47 |
| 2025-06-30 | $1.3M | 57k | 23.24 |
| 2025-03-31 | $1.3M | 57k | 23.16 |
| 2024-12-31 | $1.3M | 58k | 22.70 |
| 2024-06-30 | $1.4M | 31k | 45.20 |
| 2024-03-31 | $1.7M | 36k | 46.00 |
| 2023-12-31 | $1.9M | 40k | 46.62 |
| 2023-09-30 | $1.8M | 41k | 43.60 |
| 2023-06-30 | $2.2M | 48k | 46.16 |
| 2023-03-31 | $2.3M | 49k | 46.91 |
| 2022-12-31 | $2.3M | 51k | 45.65 |
| 2022-09-30 | $3.1M | 68k | 45.31 |
| 2022-06-30 | $3.4M | 71k | 47.87 |
| 2022-03-31 | $5.0M | 98k | 50.57 |
| 2021-12-31 | $5.3M | 99k | 53.90 |
| 2021-09-30 | $5.5M | 101k | 54.26 |
| 2021-06-30 | $5.6M | 103k | 54.60 |
| 2021-03-31 | $5.6M | 103k | 53.95 |
| 2020-12-31 | $5.8M | 103k | 56.03 |
| 2020-09-30 | $5.8M | 104k | 56.08 |
| 2020-06-30 | $5.8M | 104k | 56.24 |
| 2020-03-31 | $5.7M | 106k | 54.27 |
| 2019-12-31 | $5.8M | 109k | 53.43 |
| 2019-09-30 | $5.6M | 105k | 53.85 |
| 2019-06-30 | $5.0M | 94k | 53.00 |
| 2019-03-31 | $3.9M | 76k | 51.88 |
| 2018-12-31 | $928k | 18k | 50.61 |
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