Schwab Strategic Tr us aggregate b shares owned by Heritage Family Offices
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Heritage Family Offices
from 13F filings
Historical chart of Heritage Family Offices investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Heritage Family Offices
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 48k | 23.47 |
| 2025-06-30 | $1.1M | 49k | 23.13 |
| 2025-03-31 | $1.1M | 49k | 23.16 |
| 2024-12-31 | $885k | 39k | 22.70 |
| 2024-09-30 | $731k | 15k | 47.52 |
| 2024-06-30 | $566k | 12k | 45.58 |
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