Schwab Strategic Tr us aggregate b shares owned by Grey Fox Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Grey Fox Wealth Advisors
from 13F filings
Historical chart of Grey Fox Wealth Advisors investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Grey Fox Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.3M | 140k | 23.47 |
| 2025-06-30 | $3.3M | 140k | 23.24 |
| 2025-03-31 | $3.4M | 147k | 23.16 |
| 2024-12-31 | $3.5M | 154k | 22.70 |
| 2024-09-30 | $3.2M | 67k | 47.52 |
| 2024-06-30 | $3.1M | 68k | 45.58 |
| 2024-03-31 | $3.1M | 66k | 46.00 |
| 2023-12-31 | $3.1M | 67k | 46.62 |
| 2023-09-30 | $3.2M | 72k | 44.23 |
| 2023-06-30 | $1.7M | 37k | 46.16 |
| 2023-03-31 | $1.8M | 38k | 46.91 |
| 2022-12-31 | $1.9M | 42k | 45.65 |
Top funds holding Schwab Strategic Tr us aggregate b
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