Schwab Strategic Tr us aggregate b shares owned by James J. Burns & Company
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by James J. Burns & Company
from 13F filings
Historical chart of James J. Burns & Company investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by James J. Burns & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $13M | 275k | 47.52 |
| 2024-06-30 | $13M | 289k | 45.58 |
| 2024-03-31 | $9.1M | 201k | 45.50 |
| 2023-09-30 | $9.2M | 209k | 44.23 |
| 2023-06-30 | $9.3M | 202k | 46.15 |
| 2023-03-31 | $9.5M | 202k | 46.90 |
| 2022-12-31 | $6.5M | 142k | 45.65 |
| 2022-09-30 | $6.1M | 135k | 45.31 |
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