Schwab Strategic Tr us aggregate b shares owned by Mutual Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Mutual Advisors
from 13F filings
Historical chart of Mutual Advisors investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Mutual Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $15M | 643k | 23.17 |
| 2024-06-30 | $13M | 287k | 46.21 |
| 2024-03-31 | $13M | 273k | 46.00 |
| 2023-12-31 | $10M | 222k | 46.62 |
| 2023-09-30 | $9.1M | 205k | 44.23 |
| 2023-06-30 | $10M | 221k | 46.16 |
| 2023-03-31 | $10M | 218k | 46.91 |
| 2022-12-31 | $9.4M | 207k | 45.65 |
| 2022-09-30 | $9.1M | 200k | 45.31 |
| 2022-06-30 | $9.7M | 203k | 47.87 |
| 2022-03-31 | $11M | 215k | 50.57 |
| 2021-12-31 | $8.1M | 151k | 53.90 |
| 2021-09-30 | $8.1M | 149k | 54.26 |
| 2021-06-30 | $8.1M | 149k | 54.60 |
| 2021-03-31 | $6.1M | 113k | 53.95 |
| 2020-12-31 | $5.8M | 104k | 56.03 |
| 2020-09-30 | $5.3M | 94k | 56.08 |
| 2020-06-30 | $5.1M | 91k | 56.24 |
| 2020-03-31 | $4.6M | 86k | 54.27 |
| 2019-12-31 | $4.3M | 81k | 53.43 |
| 2019-09-30 | $3.3M | 62k | 53.85 |
| 2019-06-30 | $3.2M | 60k | 53.00 |
| 2019-03-31 | $2.8M | 53k | 51.88 |
| 2018-12-31 | $2.6M | 51k | 50.59 |
| 2018-09-30 | $2.5M | 50k | 50.24 |
| 2018-06-30 | $2.7M | 53k | 50.64 |
| 2018-03-31 | $2.6M | 52k | 51.01 |
| 2017-12-31 | $2.5M | 48k | 52.04 |
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