Schwab Strategic Tr us aggregate b shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $224k | 9.5k | 23.47 |
| 2025-06-30 | $223k | 9.6k | 23.24 |
| 2025-03-31 | $232k | 10k | 23.16 |
| 2024-12-31 | $260k | 12k | 22.70 |
| 2024-09-30 | $931k | 20k | 46.00 |
| 2024-06-30 | $366k | 8.0k | 45.58 |
| 2024-03-31 | $931k | 20k | 46.00 |
| 2023-12-31 | $1.3M | 28k | 46.62 |
| 2023-09-30 | $4.0M | 91k | 44.23 |
| 2023-06-30 | $3.0M | 64k | 46.16 |
| 2023-03-31 | $2.9M | 63k | 45.76 |
| 2022-12-31 | $2.7M | 60k | 45.65 |
| 2022-09-30 | $3.0M | 67k | 45.30 |
| 2022-06-30 | $3.3M | 69k | 47.88 |
| 2022-03-31 | $3.5M | 68k | 50.57 |
| 2021-12-31 | $4.4M | 81k | 53.90 |
| 2021-09-30 | $7.4M | 137k | 54.26 |
| 2021-06-30 | $3.9M | 72k | 54.59 |
| 2021-03-31 | $1.9M | 35k | 53.96 |
| 2020-12-31 | $1.6M | 29k | 56.04 |
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