Schwab Strategic Tr us aggregate b shares owned by JJJ Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by JJJ Advisors
from 13F filings
Historical chart of JJJ Advisors investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by JJJ Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.5M | 75k | 46.00 |
| 2023-12-31 | $3.1M | 66k | 46.62 |
| 2023-09-30 | $3.4M | 77k | 44.23 |
| 2023-06-30 | $3.4M | 75k | 46.16 |
| 2023-03-31 | $3.4M | 73k | 46.81 |
| 2022-12-31 | $3.1M | 66k | 47.26 |
| 2022-09-30 | $3.0M | 68k | 44.88 |
| 2022-06-30 | $3.4M | 70k | 49.04 |
| 2022-03-31 | $3.5M | 69k | 50.56 |
| 2021-12-31 | $3.7M | 69k | 53.90 |
| 2021-09-30 | $3.6M | 67k | 54.27 |
| 2021-06-30 | $3.6M | 66k | 54.60 |
| 2021-03-31 | $3.3M | 62k | 53.95 |
| 2020-12-31 | $3.5M | 63k | 56.03 |
| 2020-09-30 | $3.4M | 62k | 56.08 |
| 2020-06-30 | $3.4M | 61k | 56.24 |
| 2020-03-31 | $3.3M | 61k | 54.28 |
| 2019-12-31 | $3.5M | 65k | 53.43 |
| 2019-09-30 | $3.6M | 67k | 53.85 |
| 2019-06-30 | $3.3M | 62k | 52.99 |
| 2019-03-31 | $3.3M | 63k | 51.89 |
| 2018-12-31 | $3.2M | 64k | 50.58 |
| 2018-09-30 | $2.8M | 56k | 50.26 |
| 2018-06-30 | $2.7M | 54k | 50.64 |
| 2018-03-31 | $2.7M | 53k | 51.01 |
| 2017-12-31 | $1.4M | 26k | 52.03 |
| 2017-09-30 | $1.4M | 26k | 52.35 |
| 2017-06-30 | $1.3M | 25k | 52.24 |
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