Schwab Strategic Tr us aggregate b shares owned by MSH Capital Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by MSH Capital Advisors
from 13F filings
Historical chart of MSH Capital Advisors investment in Schwab Strategic Tr us aggregate b
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All positions including Schwab Strategic Tr us aggregate b held by MSH Capital Advisors 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 MSH Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 61k | 23.47 |
| 2025-06-30 | $1.3M | 54k | 23.24 |
| 2025-03-31 | $903k | 39k | 23.16 |
| 2024-12-31 | $526k | 23k | 22.70 |
| 2024-09-30 | $501k | 11k | 47.52 |
| 2024-06-30 | $335k | 7.4k | 45.58 |
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