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Schwab Strategic Tr us aggregate b shares owned by Hoxton Planning & Management

Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Hoxton Planning & Management from 13F filings

Historical chart of Hoxton Planning & Management investment in Schwab Strategic Tr us aggregate b

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us aggregate b held by Hoxton Planning & Management 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 Hoxton Planning & Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.2M 222k 23.47
2025-06-30 $4.6M 196k 23.24
2025-03-31 $4.3M 185k 23.16
2024-12-31 $2.9M 126k 22.70
2024-09-30 $2.2M 47k 47.52
2024-06-30 $2.1M 45k 45.58
2024-03-31 $1.4M 32k 46.00
2023-12-31 $1.6M 35k 46.62