Schwab Strategic Tr us aggregate b shares owned by J.W. Burns & Company
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by J.W. Burns & Company
from 13F filings
Historical chart of J.W. 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 J.W. Burns & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $327k | 14k | 23.37 |
| 2025-09-30 | $329k | 14k | 23.47 |
| 2025-06-30 | $325k | 14k | 23.24 |
| 2025-03-31 | $333k | 14k | 23.16 |
| 2024-12-31 | $318k | 14k | 22.70 |
| 2024-09-30 | $333k | 7.0k | 47.52 |
| 2024-06-30 | $319k | 7.0k | 45.58 |
| 2024-03-31 | $322k | 7.0k | 46.00 |
| 2023-12-31 | $326k | 7.0k | 46.62 |
| 2023-09-30 | $310k | 7.0k | 44.23 |
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