Schwab Strategic Tr us aggregate b shares owned by My Legacy Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by My Legacy Advisors
from 13F filings
Historical chart of My Legacy Advisors investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by My Legacy Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.3M | 71k | 47.52 |
| 2024-06-30 | $5.5M | 121k | 45.58 |
| 2024-03-31 | $4.9M | 106k | 46.00 |
| 2023-12-31 | $4.3M | 93k | 46.44 |
| 2023-09-30 | $3.8M | 88k | 43.09 |
| 2023-06-30 | $3.8M | 81k | 46.31 |
| 2023-03-31 | $3.1M | 66k | 46.98 |
| 2022-12-31 | $2.5M | 53k | 47.03 |
| 2022-09-30 | $1.2M | 26k | 44.51 |
| 2022-06-30 | $526k | 11k | 47.89 |
Top funds holding Schwab Strategic Tr us aggregate b
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