Schwab Strategic Tr us aggregate b shares owned by Moneywise
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Moneywise
from 13F filings
Historical chart of Moneywise investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Moneywise
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $390k | 17k | 23.37 |
| 2024-06-30 | $209k | 4.6k | 45.58 |
| 2024-03-31 | $349k | 7.6k | 46.00 |
| 2023-12-31 | $409k | 8.8k | 46.62 |
| 2023-09-30 | $417k | 9.4k | 44.23 |
| 2023-06-30 | $434k | 9.4k | 46.16 |
| 2023-03-31 | $453k | 9.7k | 46.91 |
| 2022-12-31 | $436k | 9.5k | 45.65 |
| 2022-09-30 | $442k | 9.8k | 45.27 |
| 2022-06-30 | $469k | 9.8k | 47.83 |
| 2022-03-31 | $493k | 9.7k | 50.57 |
| 2021-12-31 | $558k | 10k | 53.90 |
| 2021-09-30 | $533k | 9.8k | 54.28 |
| 2021-06-30 | $565k | 10k | 54.61 |
| 2021-03-31 | $604k | 11k | 53.96 |
| 2020-12-31 | $636k | 11k | 56.06 |
| 2020-09-30 | $596k | 11k | 56.03 |
| 2020-06-30 | $575k | 10k | 56.23 |
| 2020-03-31 | $295k | 5.4k | 54.26 |
| 2019-12-31 | $332k | 6.2k | 53.77 |
| 2019-09-30 | $346k | 6.4k | 53.84 |
| 2019-06-30 | $342k | 6.5k | 52.96 |
| 2019-03-31 | $753k | 15k | 51.02 |
| 2018-12-31 | $383k | 7.6k | 50.64 |
| 2018-09-30 | $683k | 14k | 50.27 |
| 2018-06-30 | $709k | 14k | 50.67 |
| 2018-03-31 | $777k | 15k | 51.05 |
| 2017-12-31 | $821k | 16k | 52.01 |
| 2017-09-30 | $786k | 15k | 52.35 |
| 2017-06-30 | $707k | 14k | 52.29 |
| 2017-03-31 | $821k | 16k | 51.80 |
| 2016-12-31 | $848k | 17k | 51.50 |
| 2016-09-30 | $849k | 16k | 53.64 |
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