Schwab Strategic Tr us aggregate b shares owned by HoyleCohen
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by HoyleCohen
from 13F filings
Historical chart of HoyleCohen investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by HoyleCohen
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $219k | 4.7k | 46.63 |
| 2023-09-30 | $205k | 4.6k | 44.23 |
| 2023-06-30 | $355k | 7.7k | 46.16 |
| 2023-03-31 | $366k | 7.8k | 46.91 |
| 2022-12-31 | $355k | 7.8k | 45.65 |
| 2022-09-30 | $350k | 7.7k | 45.31 |
| 2022-06-30 | $375k | 7.8k | 47.84 |
| 2022-03-31 | $395k | 7.8k | 50.60 |
| 2021-12-31 | $420k | 7.8k | 53.93 |
| 2021-09-30 | $421k | 7.8k | 54.32 |
| 2021-06-30 | $422k | 7.7k | 54.63 |
| 2021-03-31 | $473k | 8.8k | 54.00 |
| 2020-12-31 | $490k | 8.7k | 56.07 |
| 2020-09-30 | $488k | 8.7k | 56.09 |
| 2020-06-30 | $488k | 8.7k | 56.29 |
| 2020-03-31 | $469k | 8.6k | 54.30 |
| 2019-12-31 | $458k | 8.6k | 53.47 |
| 2019-09-30 | $459k | 8.5k | 53.87 |
| 2019-06-30 | $450k | 8.5k | 53.03 |
| 2019-03-31 | $438k | 8.4k | 51.85 |
| 2018-12-31 | $426k | 8.4k | 50.57 |
| 2018-09-30 | $421k | 8.4k | 50.25 |
| 2018-06-30 | $423k | 8.3k | 50.70 |
| 2018-03-31 | $437k | 8.6k | 51.05 |
| 2017-12-31 | $426k | 8.2k | 52.05 |
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