Schwab Strategic Tr us aggregate b shares owned by Legacy Bridge
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Legacy Bridge
from 13F filings
Historical chart of Legacy Bridge investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Legacy Bridge
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $35k | 1.5k | 22.70 |
| 2024-09-30 | $36k | 765 | 47.52 |
| 2024-06-30 | $35k | 765 | 45.58 |
| 2024-03-31 | $35k | 765 | 46.00 |
| 2023-12-31 | $36k | 765 | 46.62 |
| 2023-09-30 | $113k | 2.6k | 44.23 |
| 2023-06-30 | $118k | 2.6k | 46.16 |
| 2023-03-31 | $120k | 2.6k | 46.91 |
| 2022-12-31 | $117k | 2.6k | 45.65 |
| 2022-09-30 | $116k | 2.6k | 45.22 |
| 2022-06-30 | $123k | 2.6k | 47.95 |
| 2022-03-31 | $130k | 2.6k | 50.68 |
| 2021-12-31 | $138k | 2.6k | 53.80 |
| 2021-09-30 | $139k | 2.6k | 54.19 |
| 2021-06-30 | $140k | 2.6k | 54.58 |
| 2021-03-31 | $138k | 2.6k | 53.80 |
| 2020-12-31 | $144k | 2.6k | 56.14 |
| 2020-09-30 | $144k | 2.6k | 56.14 |
| 2020-06-30 | $144k | 2.6k | 56.14 |
| 2020-03-31 | $139k | 2.6k | 54.19 |
| 2019-12-31 | $96k | 1.8k | 53.33 |
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