Schwab Strategic Tr us aggregate b shares owned by Leading Edge Financial Planning
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Leading Edge Financial Planning
from 13F filings
Historical chart of Leading Edge Financial Planning investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Leading Edge Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $675k | 29k | 23.47 |
| 2025-06-30 | $674k | 29k | 23.24 |
| 2025-03-31 | $719k | 31k | 23.16 |
| 2024-12-31 | $704k | 31k | 22.70 |
| 2024-09-30 | $2.4M | 50k | 47.52 |
| 2024-06-30 | $2.3M | 51k | 45.58 |
| 2024-03-31 | $2.7M | 59k | 46.00 |
| 2023-09-30 | $2.9M | 66k | 44.23 |
| 2023-06-30 | $3.2M | 69k | 46.16 |
| 2023-03-31 | $3.4M | 72k | 46.91 |
| 2022-12-31 | $3.4M | 74k | 45.65 |
More positions owned by Leading Edge Financial Planning
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Top funds holding Schwab Strategic Tr us aggregate b
View all funds holding Schwab Strategic Tr us aggregate b