Schwab Strategic Tr us aggregate b shares owned by HPM Partners
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by HPM Partners
from 13F filings
Historical chart of HPM Partners investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by HPM Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $8.5M | 179k | 47.52 |
| 2024-06-30 | $3.2M | 70k | 45.58 |
| 2024-03-31 | $3.3M | 72k | 46.00 |
| 2023-12-31 | $3.2M | 4.3M | 0.74 |
| 2023-09-30 | $4.0M | 90k | 44.23 |
| 2023-06-30 | $4.6M | 99k | 46.16 |
| 2023-03-31 | $2.6M | 56k | 46.91 |
| 2022-12-31 | $2.7M | 59k | 45.65 |
| 2022-09-30 | $1.5M | 32k | 45.32 |
| 2022-06-30 | $1.7M | 35k | 47.87 |
| 2022-03-31 | $2.2M | 44k | 50.57 |
| 2021-12-31 | $15M | 277k | 53.90 |
| 2021-09-30 | $14M | 261k | 54.26 |
| 2021-06-30 | $14M | 262k | 54.60 |
| 2021-03-31 | $15M | 272k | 53.95 |
| 2020-12-31 | $15M | 263k | 56.03 |
| 2020-06-30 | $7.3M | 131k | 56.24 |
| 2020-03-31 | $2.4M | 44k | 54.27 |
| 2019-12-31 | $233k | 4.4k | 53.51 |
| 2019-09-30 | $293k | 5.4k | 53.86 |
| 2019-06-30 | $376k | 7.1k | 53.02 |
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