Schwab Strategic Tr us aggregate b shares owned by Marotta Asset Management
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Marotta Asset Management
from 13F filings
Historical chart of Marotta Asset Management investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Marotta Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $6.4M | 137k | 46.62 |
| 2023-09-30 | $6.2M | 140k | 44.23 |
| 2023-06-30 | $6.3M | 136k | 46.16 |
| 2022-12-31 | $6.1M | 133k | 45.65 |
| 2022-09-30 | $6.2M | 137k | 45.31 |
| 2022-06-30 | $6.9M | 142k | 48.16 |
| 2022-03-31 | $8.6M | 170k | 50.57 |
| 2021-12-31 | $9.6M | 178k | 53.90 |
| 2021-09-30 | $9.9M | 182k | 54.26 |
| 2021-06-30 | $11M | 199k | 54.48 |
| 2021-03-31 | $27M | 505k | 54.01 |
| 2020-12-31 | $27M | 486k | 56.03 |
| 2020-09-30 | $25M | 450k | 56.08 |
| 2020-06-30 | $23M | 404k | 56.24 |
| 2020-03-31 | $22M | 410k | 54.38 |
| 2019-12-31 | $24M | 432k | 54.35 |
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