Schwab Strategic Tr us aggregate b shares owned by Great Waters Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Great Waters Wealth Management
from 13F filings
Historical chart of Great Waters 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 Great Waters Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 46k | 23.47 |
| 2025-06-30 | $1.1M | 47k | 23.24 |
| 2025-03-31 | $982k | 42k | 23.16 |
| 2024-12-31 | $1.0M | 44k | 22.70 |
| 2024-09-30 | $1.2M | 25k | 47.52 |
| 2024-06-30 | $1.1M | 24k | 45.58 |
| 2024-03-31 | $1.1M | 25k | 46.00 |
| 2023-12-31 | $1.1M | 24k | 46.47 |
| 2023-09-30 | $1.0M | 24k | 43.60 |
| 2023-06-30 | $1.1M | 24k | 46.16 |
| 2023-03-31 | $1.2M | 25k | 46.68 |
| 2022-12-31 | $1.1M | 24k | 47.25 |
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