Schwab Strategic Tr us aggregate b shares owned by Homrich Berg
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Homrich Berg
from 13F filings
Historical chart of Homrich Berg investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Homrich Berg
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-09-30 | $626k | 12k | 54.25 |
| 2021-06-30 | $716k | 13k | 54.60 |
| 2021-03-31 | $995k | 18k | 53.97 |
| 2020-12-31 | $1.2M | 22k | 56.03 |
| 2020-09-30 | $872k | 16k | 56.08 |
| 2020-06-30 | $877k | 16k | 56.21 |
| 2020-03-31 | $705k | 13k | 54.25 |
| 2019-12-31 | $987k | 19k | 53.42 |
| 2019-09-30 | $953k | 18k | 53.85 |
| 2019-06-30 | $946k | 18k | 53.00 |
| 2019-03-31 | $996k | 19k | 51.86 |
| 2018-12-31 | $4.3M | 86k | 50.59 |
| 2018-09-30 | $535k | 11k | 50.22 |
| 2018-06-30 | $676k | 13k | 50.62 |
| 2018-03-31 | $947k | 19k | 51.00 |
| 2017-12-31 | $2.4M | 45k | 52.05 |
| 2017-09-30 | $996k | 19k | 52.35 |
| 2017-06-30 | $919k | 18k | 52.25 |
| 2017-03-31 | $1.1M | 22k | 51.80 |
| 2016-12-31 | $7.2M | 139k | 51.50 |
| 2016-09-30 | $1.2M | 23k | 53.66 |
| 2016-06-30 | $1.4M | 27k | 53.74 |
| 2016-03-31 | $1.5M | 28k | 52.82 |
| 2015-12-31 | $1.6M | 31k | 51.48 |
| 2015-09-30 | $1.7M | 33k | 52.14 |
| 2015-06-30 | $2.2M | 43k | 51.73 |
| 2015-03-31 | $2.6M | 49k | 52.91 |
| 2014-12-31 | $5.7M | 108k | 52.36 |
| 2014-09-30 | $17M | 370k | 46.28 |
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