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
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr us aggregate b held by Midwest Heritage Bank consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Midwest Heritage Bank
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $341k | 15k | 23.47 |
| 2025-06-30 | $338k | 15k | 23.24 |
| 2025-03-31 | $322k | 14k | 23.16 |
| 2024-12-31 | $453k | 20k | 22.70 |
| 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 |
Top funds holding Schwab Strategic Tr us aggregate b
View all funds holding Schwab Strategic Tr us aggregate b