Schwab Strategic Tr us aggregate b shares owned by Investment Planning Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Investment Planning Advisors
from 13F filings
Historical chart of Investment Planning Advisors investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Investment Planning Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $496k | 21k | 23.47 |
| 2025-06-30 | $520k | 22k | 23.24 |
| 2025-03-31 | $538k | 23k | 23.16 |
| 2024-12-31 | $468k | 21k | 22.70 |
| 2024-09-30 | $466k | 10k | 45.58 |
| 2024-06-30 | $466k | 10k | 45.58 |
More positions owned by Investment Planning Advisors
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Top funds holding Schwab Strategic Tr us aggregate b
View all funds holding Schwab Strategic Tr us aggregate b