Schwab Strategic Tr us aggregate b shares owned by Highwater Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Highwater Wealth Management
from 13F filings
Historical chart of Highwater Wealth Management investment in Schwab Strategic Tr us aggregate b
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All positions including Schwab Strategic Tr us aggregate b held by Highwater Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2019-09-30 | $549k | 10k | 53.83 |
2019-06-30 | $515k | 9.7k | 53.01 |
2019-03-31 | $518k | 10k | 51.89 |
2018-12-31 | $445k | 8.8k | 50.61 |
2017-12-31 | $628k | 12k | 52.06 |
2017-09-30 | $755k | 14k | 52.33 |
2017-06-30 | $726k | 14k | 52.22 |
2017-03-31 | $462k | 8.9k | 51.81 |
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