Schwab Strategic Tr us aggregate b shares owned by HC Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by HC Advisors
from 13F filings
Historical chart of HC Advisors investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by HC Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.4M | 185k | 23.47 |
| 2025-06-30 | $4.4M | 189k | 23.24 |
| 2025-03-31 | $4.3M | 187k | 23.16 |
| 2024-12-31 | $4.0M | 175k | 22.70 |
| 2024-09-30 | $4.2M | 88k | 47.52 |
| 2024-06-30 | $3.5M | 78k | 45.58 |
| 2024-03-31 | $3.7M | 80k | 46.00 |
| 2023-12-31 | $3.5M | 75k | 46.62 |
| 2023-09-30 | $3.1M | 71k | 44.23 |
| 2023-06-30 | $3.2M | 70k | 46.16 |
| 2023-03-31 | $3.7M | 79k | 46.91 |
| 2022-12-31 | $1.7M | 38k | 45.65 |
| 2022-09-30 | $1.8M | 40k | 45.31 |
| 2022-06-30 | $2.0M | 42k | 47.86 |
| 2022-03-31 | $2.1M | 42k | 50.58 |
| 2021-12-31 | $2.2M | 40k | 53.89 |
| 2021-09-30 | $2.1M | 39k | 54.26 |
| 2021-06-30 | $2.1M | 38k | 54.59 |
| 2021-03-31 | $1.9M | 36k | 53.95 |
| 2020-12-31 | $1.7M | 31k | 56.03 |
| 2020-09-30 | $1.8M | 32k | 56.09 |
| 2020-06-30 | $1.1M | 19k | 56.23 |
| 2019-12-31 | $745k | 14k | 53.41 |
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