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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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All positions including Schwab Strategic Tr us aggregate b held by HighTower Advisors consolidated in one spreadsheet with up to 7 years of data

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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
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