Schwab Strategic Tr us aggregate b shares owned by LGT Financial Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by LGT Financial Advisors
from 13F filings
Historical chart of LGT Financial Advisors investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by LGT Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $28k | 1.2k | 23.47 |
| 2025-06-30 | $2.8k | 121 | 23.28 |
| 2025-03-31 | $2.8k | 120 | 23.15 |
| 2024-12-31 | $2.7k | 119 | 22.72 |
| 2024-09-30 | $2.8k | 59 | 47.34 |
| 2024-06-30 | $2.7k | 58 | 45.76 |
| 2024-03-31 | $2.7k | 58 | 45.72 |
| 2023-12-31 | $2.4k | 52 | 46.90 |
| 2023-03-31 | $321k | 6.8k | 46.91 |
| 2022-12-31 | $192k | 4.2k | 45.65 |
Top funds holding Schwab Strategic Tr us aggregate b
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