Schwab Strategic Tr us aggregate b shares owned by Newman Dignan & Sheerar
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Newman Dignan & Sheerar
from 13F filings
Historical chart of Newman Dignan & Sheerar investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Newman Dignan & Sheerar
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $584k | 13k | 46.00 |
| 2023-12-31 | $847k | 18k | 46.62 |
| 2023-09-30 | $636k | 14k | 44.23 |
| 2023-06-30 | $661k | 14k | 46.16 |
| 2023-03-31 | $663k | 14k | 46.91 |
| 2022-12-31 | $834k | 18k | 45.65 |
| 2022-09-30 | $1.1M | 24k | 45.32 |
| 2022-06-30 | $2.2M | 46k | 47.87 |
| 2022-03-31 | $3.4M | 66k | 50.57 |
| 2021-12-31 | $7.3M | 135k | 53.90 |
| 2021-09-30 | $9.1M | 168k | 54.26 |
| 2021-06-30 | $9.4M | 172k | 54.60 |
| 2021-03-31 | $9.2M | 171k | 53.95 |
| 2020-12-31 | $11M | 201k | 56.03 |
| 2020-09-30 | $11M | 202k | 56.08 |
| 2020-06-30 | $11M | 201k | 56.86 |
| 2020-03-31 | $11M | 200k | 55.64 |
| 2019-12-31 | $10M | 192k | 53.43 |
| 2019-09-30 | $9.9M | 185k | 53.85 |
| 2019-06-30 | $9.5M | 179k | 53.00 |
| 2019-03-31 | $8.9M | 172k | 51.88 |
| 2018-12-31 | $8.6M | 17k | 505.92 |
| 2018-09-30 | $8.9M | 179k | 49.73 |
| 2018-06-30 | $8.9M | 177k | 50.64 |
| 2018-03-31 | $8.9M | 175k | 50.82 |
| 2017-12-31 | $307k | 5.9k | 52.06 |
| 2017-09-30 | $254k | 4.9k | 52.33 |
| 2017-06-30 | $233k | 4.5k | 52.15 |
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