Schwab Strategic Tr us aggregate b shares owned by Kestra Advisory Services
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Kestra Advisory Services
from 13F filings
Historical chart of Kestra Advisory Services investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Kestra Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.5M | 74k | 47.52 |
| 2024-06-30 | $3.9M | 106k | 37.17 |
| 2024-03-31 | $926k | 20k | 46.00 |
| 2023-12-31 | $864k | 19k | 46.62 |
| 2023-09-30 | $834k | 19k | 44.23 |
| 2023-06-30 | $851k | 18k | 46.16 |
| 2023-03-31 | $813k | 17k | 46.91 |
| 2022-12-31 | $1.2M | 27k | 45.65 |
| 2022-09-30 | $894k | 20k | 45.29 |
| 2022-06-30 | $811k | 17k | 47.87 |
| 2022-03-31 | $769k | 15k | 50.57 |
| 2021-12-31 | $1.0M | 19k | 53.89 |
| 2021-09-30 | $16M | 287k | 54.26 |
| 2021-03-31 | $536k | 9.9k | 53.90 |
| 2020-12-31 | $14M | 251k | 56.01 |
| 2020-09-30 | $612k | 11k | 56.09 |
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