Schwab Strategic Tr us aggregate b shares owned by Keebeck Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Keebeck Wealth Management
from 13F filings
Historical chart of Keebeck Wealth Management investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Keebeck Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $321k | 14k | 23.47 |
| 2025-06-30 | $282k | 12k | 23.24 |
| 2025-03-31 | $301k | 13k | 23.16 |
| 2024-12-31 | $239k | 11k | 22.70 |
| 2024-09-30 | $251k | 5.3k | 47.52 |
| 2024-06-30 | $240k | 5.3k | 45.58 |
| 2024-03-31 | $224k | 4.9k | 46.00 |
| 2023-12-31 | $228k | 4.9k | 46.62 |
Top funds holding Schwab Strategic Tr us aggregate b
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