Schwab Strategic Tr us aggregate b shares owned by H D Vest Advisory Services
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by H D Vest Advisory Services
from 13F filings
Historical chart of H D Vest Advisory Services investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by H D Vest Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $21M | 905k | 22.70 |
| 2024-09-30 | $17M | 357k | 47.52 |
| 2024-06-30 | $14M | 307k | 45.58 |
| 2024-03-31 | $11M | 228k | 46.00 |
| 2023-12-31 | $9.1M | 195k | 46.62 |
| 2023-09-30 | $1.0M | 23k | 44.23 |
| 2023-06-30 | $347k | 7.5k | 46.16 |
| 2023-03-31 | $303k | 6.5k | 46.91 |
| 2022-12-31 | $2.4M | 53k | 45.65 |
| 2022-06-30 | $912k | 19k | 47.86 |
| 2022-03-31 | $761k | 15k | 50.61 |
| 2021-12-31 | $1.4M | 26k | 53.88 |
| 2021-09-30 | $946k | 18k | 54.17 |
| 2021-06-30 | $998k | 18k | 54.57 |
| 2021-03-31 | $532k | 9.9k | 53.88 |
| 2020-12-31 | $558k | 9.9k | 56.12 |
| 2020-09-30 | $723k | 13k | 56.13 |
| 2020-06-30 | $560k | 9.9k | 56.35 |
| 2020-03-31 | $616k | 11k | 54.41 |
More positions owned by H D Vest Advisory Services
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Top funds holding Schwab Strategic Tr us aggregate b
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