Schwab Strategic Tr us aggregate b shares owned by GSB Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by GSB Wealth Management
from 13F filings
Historical chart of GSB Wealth Management investment in Schwab Strategic Tr us aggregate b
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All positions including Schwab Strategic Tr us aggregate b held by GSB Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab Strategic Tr us aggregate b by GSB Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $305k | 13k | 23.47 |
| 2025-06-30 | $293k | 13k | 23.24 |
| 2025-03-31 | $386k | 17k | 23.16 |
| 2024-12-31 | $569k | 25k | 22.70 |
| 2024-09-30 | $937k | 20k | 47.52 |
| 2024-06-30 | $919k | 20k | 45.58 |
| 2024-03-31 | $896k | 20k | 46.00 |
| 2023-09-30 | $4.2M | 94k | 44.23 |
| 2023-06-30 | $4.0M | 87k | 46.16 |
| 2023-03-31 | $1.2M | 26k | 46.91 |
| 2022-12-31 | $1.2M | 27k | 45.65 |
| 2022-09-30 | $1.1M | 25k | 45.33 |
| 2022-06-30 | $1.1M | 23k | 47.87 |
| 2022-03-31 | $1.6M | 32k | 50.57 |
| 2021-12-31 | $2.0M | 36k | 53.89 |
| 2021-09-30 | $1.8M | 33k | 54.27 |
| 2021-06-30 | $1.9M | 34k | 54.61 |
| 2021-03-31 | $1.5M | 29k | 53.95 |
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