Schwab Strategic Tr us aggregate b shares owned by HB Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by HB Wealth Management
from 13F filings
Historical chart of HB 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 HB Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 59k | 23.47 |
| 2025-06-30 | $1.5M | 64k | 23.24 |
| 2025-03-31 | $2.9M | 124k | 23.16 |
| 2024-12-31 | $3.4M | 149k | 22.70 |
| 2024-09-30 | $340k | 7.2k | 47.53 |
| 2024-06-30 | $317k | 7.0k | 45.58 |
| 2024-03-31 | $435k | 9.5k | 46.00 |
| 2023-12-31 | $795k | 17k | 46.62 |
| 2023-09-30 | $451k | 10k | 44.23 |
| 2023-06-30 | $487k | 11k | 46.16 |
| 2023-03-31 | $512k | 11k | 46.91 |
| 2022-12-31 | $591k | 13k | 45.65 |
| 2022-09-30 | $443k | 9.8k | 45.30 |
| 2022-06-30 | $680k | 14k | 47.89 |
| 2022-03-31 | $803k | 16k | 50.54 |
| 2021-12-31 | $612k | 11k | 53.87 |
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