Schwab Strategic Tr us aggregate b shares owned by HighTower Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by HighTower Advisors
from 13F filings
Historical chart of HighTower Advisors investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by HighTower Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $90M | 3.8M | 23.47 |
| 2025-06-30 | $85M | 3.7M | 23.24 |
| 2025-03-31 | $74M | 3.2M | 23.16 |
| 2024-12-31 | $70M | 3.1M | 22.70 |
| 2024-09-30 | $69M | 1.5M | 47.52 |
| 2024-06-30 | $62M | 1.4M | 45.59 |
| 2024-03-31 | $65M | 1.4M | 46.01 |
| 2023-12-31 | $64M | 1.4M | 46.60 |
| 2023-09-30 | $60M | 1.4M | 44.22 |
| 2023-06-30 | $48M | 1.0M | 46.14 |
| 2023-03-31 | $48M | 1.0M | 46.89 |
| 2022-12-31 | $41M | 905k | 45.63 |
| 2022-09-30 | $40M | 877k | 45.26 |
| 2022-06-30 | $48M | 996k | 47.85 |
| 2022-03-31 | $52M | 1.0M | 50.55 |
| 2021-12-31 | $108M | 2.0M | 53.90 |
| 2021-09-30 | $63M | 1.2M | 54.23 |
| 2021-06-30 | $58M | 1.1M | 54.58 |
| 2021-03-31 | $48M | 888k | 53.93 |
| 2020-12-31 | $44M | 790k | 56.01 |
| 2020-09-30 | $31M | 553k | 56.05 |
| 2020-06-30 | $29M | 523k | 56.26 |
| 2020-03-31 | $25M | 464k | 54.28 |
| 2019-12-31 | $24M | 443k | 53.41 |
| 2019-09-30 | $21M | 391k | 53.89 |
| 2019-06-30 | $21M | 402k | 52.94 |
| 2019-03-31 | $17M | 333k | 51.86 |
| 2018-12-31 | $16M | 315k | 50.63 |
| 2018-09-30 | $26M | 511k | 50.25 |
| 2018-06-30 | $25M | 500k | 50.64 |
| 2018-03-31 | $24M | 472k | 51.00 |
| 2017-12-31 | $15M | 278k | 52.04 |
| 2017-09-30 | $14M | 268k | 52.36 |
| 2017-06-30 | $13M | 245k | 52.23 |
| 2017-03-31 | $12M | 232k | 51.79 |
| 2016-12-31 | $11M | 221k | 51.46 |
| 2016-09-30 | $17M | 325k | 53.68 |
| 2016-06-30 | $17M | 306k | 53.73 |
| 2016-03-31 | $16M | 305k | 52.80 |
| 2015-12-31 | $15M | 292k | 51.50 |
| 2015-09-30 | $15M | 292k | 52.14 |
| 2015-06-30 | $16M | 304k | 51.73 |
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