Schwab Strategic Tr us aggregate b shares owned by Kuntz Lesher Capital
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Kuntz Lesher Capital
from 13F filings
Historical chart of Kuntz Lesher Capital investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Kuntz Lesher Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $3.1M | 67k | 46.62 |
| 2023-09-30 | $2.9M | 66k | 44.23 |
| 2023-06-30 | $3.1M | 67k | 46.16 |
| 2023-03-31 | $3.1M | 67k | 46.91 |
| 2022-12-31 | $3.0M | 66k | 45.65 |
| 2022-09-30 | $3.4M | 75k | 45.30 |
| 2022-06-30 | $3.6M | 76k | 47.87 |
| 2022-03-31 | $3.9M | 77k | 50.57 |
| 2021-12-31 | $4.2M | 77k | 53.91 |
| 2021-09-30 | $4.2M | 77k | 54.25 |
| 2021-06-30 | $4.0M | 73k | 54.60 |
| 2021-03-31 | $3.9M | 72k | 53.95 |
| 2020-12-31 | $3.9M | 70k | 56.03 |
| 2020-09-30 | $3.9M | 70k | 56.08 |
| 2020-06-30 | $4.0M | 71k | 56.24 |
| 2020-03-31 | $3.9M | 72k | 54.27 |
| 2019-12-31 | $3.7M | 69k | 53.43 |
| 2019-09-30 | $3.6M | 67k | 53.77 |
| 2019-06-30 | $4.6M | 86k | 52.96 |
| 2019-03-31 | $4.4M | 85k | 51.91 |
| 2018-12-31 | $3.8M | 74k | 50.58 |
| 2018-09-30 | $4.1M | 81k | 50.27 |
| 2018-06-30 | $3.7M | 73k | 50.59 |
| 2018-03-31 | $2.7M | 54k | 50.92 |
| 2017-12-31 | $1.6M | 31k | 51.99 |
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