Schwab Strategic Tr us aggregate b shares owned by Modus Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Modus Advisors
from 13F filings
Historical chart of Modus Advisors investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Modus Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $18k | 752 | 23.37 |
| 2024-12-31 | $33k | 1.5k | 22.71 |
| 2023-06-30 | $215k | 4.7k | 46.16 |
| 2023-03-31 | $376k | 8.0k | 46.91 |
| 2022-12-31 | $508k | 11k | 45.65 |
| 2022-09-30 | $5.2M | 115k | 45.31 |
| 2022-06-30 | $5.6M | 117k | 47.87 |
| 2022-03-31 | $6.2M | 122k | 50.57 |
| 2021-12-31 | $7.3M | 135k | 53.90 |
| 2021-09-30 | $7.6M | 140k | 54.26 |
| 2021-06-30 | $7.7M | 140k | 54.60 |
| 2021-03-31 | $7.9M | 147k | 53.95 |
| 2020-12-31 | $7.5M | 134k | 56.03 |
| 2020-09-30 | $7.0M | 125k | 56.08 |
| 2020-06-30 | $6.5M | 116k | 56.24 |
| 2020-03-31 | $5.9M | 108k | 54.27 |
| 2019-12-31 | $5.7M | 106k | 53.43 |
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