Schwab Strategic Tr us aggregate b shares owned by Lifelong Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Lifelong Wealth Advisors
from 13F filings
Historical chart of Lifelong Wealth Advisors investment in Schwab Strategic Tr us aggregate b
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All positions including Schwab Strategic Tr us aggregate b held by Lifelong Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Lifelong Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.8M | 160k | 23.47 |
| 2025-06-30 | $3.5M | 151k | 23.24 |
| 2025-03-31 | $3.5M | 152k | 23.16 |
| 2024-12-31 | $3.3M | 147k | 22.70 |
Top funds holding Schwab Strategic Tr us aggregate b
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