Schwab Strategic Tr us aggregate b shares owned by InterOcean Capital Group
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by InterOcean Capital Group
from 13F filings
Historical chart of InterOcean Capital Group investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by InterOcean Capital Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $201k | 4.3k | 46.62 |
| 2023-09-30 | $217k | 4.9k | 44.23 |
| 2023-06-30 | $203k | 4.4k | 46.16 |
| 2023-03-31 | $206k | 4.4k | 46.91 |
| 2022-12-31 | $222k | 4.9k | 45.65 |
| 2022-09-30 | $220k | 4.9k | 45.30 |
| 2022-06-30 | $247k | 5.2k | 47.95 |
| 2021-09-30 | $359k | 6.6k | 54.29 |
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