Schwab Strategic Tr us aggregate b shares owned by Midwest Heritage Bank
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Midwest Heritage Bank
from 13F filings
Historical chart of Midwest Heritage Bank investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Midwest Heritage Bank
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $615k | 13k | 47.52 |
| 2024-06-30 | $596k | 13k | 45.58 |
| 2024-03-31 | $639k | 14k | 46.00 |
| 2023-12-31 | $513k | 11k | 46.62 |
| 2023-09-30 | $489k | 11k | 44.23 |
| 2023-06-30 | $203k | 4.4k | 46.16 |
| 2023-03-31 | $230k | 4.9k | 46.91 |
| 2022-12-31 | $681k | 15k | 45.65 |
| 2022-09-30 | $796k | 18k | 45.29 |
| 2022-06-30 | $884k | 19k | 47.87 |
| 2022-03-31 | $1.0M | 20k | 50.57 |
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