Schwab Strategic Tr us aggregate b shares owned by LVW Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by LVW Advisors
from 13F filings
Historical chart of LVW Advisors investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by LVW Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.7M | 73k | 22.70 |
| 2024-09-30 | $1.5M | 32k | 47.52 |
| 2024-06-30 | $1.3M | 29k | 45.58 |
| 2024-03-31 | $1.3M | 28k | 46.00 |
| 2023-12-31 | $1.4M | 31k | 46.62 |
| 2023-09-30 | $1.3M | 30k | 44.23 |
| 2023-06-30 | $1.3M | 29k | 46.16 |
| 2023-03-31 | $1.2M | 26k | 46.91 |
| 2022-12-31 | $1.3M | 29k | 45.65 |
| 2022-09-30 | $6.0M | 132k | 45.31 |
| 2022-06-30 | $6.3M | 131k | 47.87 |
| 2022-03-31 | $7.1M | 141k | 50.57 |
| 2021-12-31 | $7.8M | 145k | 53.90 |
| 2021-09-30 | $8.0M | 147k | 54.26 |
| 2021-06-30 | $7.8M | 143k | 54.60 |
| 2021-03-31 | $7.2M | 133k | 53.95 |
| 2020-12-31 | $7.2M | 128k | 56.03 |
| 2020-09-30 | $7.0M | 126k | 56.08 |
| 2018-03-31 | $7.5M | 147k | 51.02 |
| 2017-12-31 | $7.7M | 148k | 52.04 |
| 2017-09-30 | $7.7M | 147k | 52.36 |
| 2017-06-30 | $799k | 15k | 52.26 |
| 2017-03-31 | $811k | 16k | 51.80 |
| 2016-12-31 | $775k | 15k | 51.50 |
| 2016-09-30 | $863k | 16k | 53.65 |
| 2016-06-30 | $776k | 14k | 53.73 |
| 2016-03-31 | $383k | 7.3k | 52.81 |
| 2015-12-31 | $362k | 7.0k | 51.49 |
| 2015-09-30 | $342k | 6.6k | 52.07 |
| 2015-06-30 | $356k | 6.9k | 51.75 |
| 2015-03-31 | $372k | 7.0k | 52.97 |
| 2014-12-31 | $355k | 6.8k | 52.37 |
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