Schwab Strategic Tr us aggregate b shares owned by Magnolia Capital Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Magnolia Capital Advisors
from 13F filings
Historical chart of Magnolia Capital Advisors investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Magnolia Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $2.4M | 104k | 23.24 |
| 2025-03-31 | $2.4M | 104k | 23.16 |
| 2024-12-31 | $2.4M | 104k | 22.70 |
| 2024-09-30 | $2.5M | 52k | 47.52 |
| 2024-06-30 | $2.4M | 52k | 45.58 |
| 2023-06-30 | $200k | 4.3k | 46.16 |
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