Schwab Strategic Tr us aggregate b shares owned by Lee Financial
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Lee Financial
from 13F filings
Historical chart of Lee Financial investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Lee Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $48k | 1.0k | 46.62 |
| 2023-09-30 | $45k | 1.0k | 44.23 |
| 2023-06-30 | $315k | 6.8k | 46.16 |
| 2023-03-31 | $357k | 7.6k | 46.91 |
| 2022-12-31 | $553k | 12k | 45.65 |
| 2022-09-30 | $278k | 6.1k | 45.28 |
| 2022-06-30 | $321k | 6.7k | 47.87 |
| 2022-03-31 | $1.2M | 23k | 50.58 |
| 2021-12-31 | $1.3M | 24k | 53.88 |
| 2021-09-30 | $1.4M | 26k | 54.28 |
| 2021-06-30 | $1.4M | 26k | 54.59 |
| 2021-03-31 | $1.7M | 32k | 53.93 |
| 2020-12-31 | $2.3M | 41k | 56.02 |
| 2020-09-30 | $1.9M | 34k | 56.09 |
| 2020-06-30 | $2.4M | 43k | 56.24 |
| 2020-03-31 | $3.2M | 60k | 54.28 |
| 2019-12-31 | $3.3M | 62k | 53.43 |
| 2019-09-30 | $3.7M | 69k | 53.85 |
| 2019-06-30 | $3.9M | 73k | 53.00 |
| 2019-03-31 | $4.0M | 77k | 51.88 |
| 2018-12-31 | $3.9M | 78k | 50.59 |
| 2018-09-30 | $3.7M | 73k | 50.25 |
| 2018-06-30 | $3.7M | 73k | 50.65 |
| 2018-03-31 | $4.2M | 82k | 51.02 |
| 2017-12-31 | $3.7M | 71k | 52.04 |
| 2017-09-30 | $3.5M | 66k | 52.36 |
| 2017-06-30 | $3.5M | 66k | 52.25 |
| 2017-03-31 | $3.1M | 59k | 51.79 |
| 2016-12-31 | $314k | 6.1k | 51.48 |
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