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Schwab Strategic Tr us aggregate b shares owned by Luts & Greenleigh Group

Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Luts & Greenleigh Group from 13F filings

Historical chart of Luts & Greenleigh Group investment in Schwab Strategic Tr us aggregate b

Jan 2023Apr 2023Jul 2023Oct 2023Jan 2024Apr 2024Jul 2024Oct 2024Jan 2025540k560k580k600k15k20k
Value ($)Share countHistorical SCHZ position of Luts & Greenleigh … Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us aggregate b held by Luts & Greenleigh Group 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 Luts & Greenleigh Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $542k 24k 22.70
2024-09-30 $567k 12k 47.52
2024-06-30 $594k 13k 45.58
2023-12-31 $608k 13k 46.62
2023-09-30 $529k 12k 44.23
2023-06-30 $552k 12k 46.16
2023-03-31 $561k 12k 46.91
2022-12-31 $545k 12k 45.65