Schwab Strategic Tr us aggregate b shares owned by Islay Capital Management
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Islay Capital Management
from 13F filings
Historical chart of Islay Capital Management investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Islay Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $515 | 22 | 23.45 |
| 2025-06-30 | $511 | 22 | 23.23 |
| 2025-03-31 | $509 | 22 | 23.18 |
| 2022-06-30 | $24k | 504 | 47.62 |
| 2022-03-31 | $25k | 504 | 49.60 |
| 2021-12-31 | $27k | 504 | 53.57 |
| 2021-09-30 | $27k | 504 | 53.57 |
| 2021-06-30 | $28k | 504 | 55.56 |
| 2021-03-31 | $27k | 504 | 53.57 |
| 2020-12-31 | $28k | 504 | 55.56 |
| 2020-09-30 | $28k | 504 | 55.56 |
| 2020-06-30 | $28k | 504 | 55.56 |
| 2020-03-31 | $35k | 649 | 53.93 |
| 2019-12-31 | $41k | 775 | 52.90 |
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