Schwab Strategic Tr us aggregate b shares owned by IFP Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by IFP Advisors
from 13F filings
Historical chart of IFP Advisors investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by IFP Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.9M | 422k | 23.47 |
| 2025-06-30 | $9.6M | 413k | 23.24 |
| 2025-03-31 | $8.5M | 368k | 23.16 |
| 2024-12-31 | $7.5M | 332k | 22.70 |
| 2024-09-30 | $6.3M | 134k | 47.52 |
| 2024-06-30 | $5.7M | 124k | 45.58 |
| 2024-03-31 | $4.7M | 103k | 46.00 |
| 2023-12-31 | $4.3M | 93k | 46.62 |
| 2023-09-30 | $4.0M | 89k | 44.23 |
| 2023-06-30 | $3.9M | 76k | 50.58 |
| 2023-03-31 | $4.9M | 97k | 50.58 |
| 2022-12-31 | $5.4M | 106k | 50.70 |
| 2022-09-30 | $5.3M | 104k | 51.53 |
| 2022-06-30 | $3.8M | 76k | 50.68 |
| 2022-03-31 | $3.8M | 75k | 50.65 |
| 2021-12-31 | $3.7M | 68k | 53.93 |
| 2021-09-30 | $3.2M | 60k | 54.33 |
| 2021-06-30 | $2.7M | 49k | 54.65 |
| 2021-03-31 | $1.9M | 35k | 53.96 |
| 2020-12-31 | $2.0M | 35k | 55.97 |
| 2020-09-30 | $1.9M | 34k | 56.08 |
| 2020-06-30 | $756k | 14k | 56.02 |
| 2020-03-31 | $536k | 9.9k | 53.89 |
| 2019-12-31 | $1.3M | 24k | 53.45 |
| 2019-09-30 | $1.8M | 33k | 53.60 |
| 2018-12-31 | $1.4M | 28k | 50.47 |
| 2018-09-30 | $3.3M | 66k | 50.25 |
| 2018-06-30 | $3.3M | 65k | 50.64 |
| 2018-03-31 | $3.1M | 61k | 51.01 |
| 2017-12-31 | $3.3M | 63k | 52.05 |
| 2017-09-30 | $3.1M | 60k | 52.36 |
| 2017-06-30 | $2.8M | 53k | 52.25 |
| 2017-03-31 | $2.1M | 41k | 51.79 |
| 2016-12-31 | $831k | 16k | 51.53 |
| 2016-09-30 | $692k | 13k | 53.64 |
| 2016-06-30 | $423k | 7.9k | 53.71 |
| 2016-03-31 | $315k | 6.0k | 52.86 |
| 2015-12-31 | $207k | 4.0k | 51.43 |
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