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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

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us aggregate b held by Monticello Wealth Management consolidated in one spreadsheet with up to 7 years of data

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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
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