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Schwab Strategic Tr us aggregate b shares owned by Northeast Financial Group

Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Northeast Financial Group from 13F filings

Historical chart of Northeast Financial Group 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 Northeast Financial Group 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 Northeast Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.0M 104k 47.52
2024-06-30 $5.1M 111k 45.58
2024-03-31 $5.1M 112k 46.00
2023-12-31 $4.5M 96k 46.62
2023-09-30 $4.1M 93k 44.23
2023-06-30 $7.2M 156k 46.16
2023-03-31 $8.6M 181k 47.24
2022-12-31 $8.0M 175k 45.65
2022-09-30 $18M 388k 45.31
2022-06-30 $18M 382k 47.87
2022-03-31 $19M 380k 50.57
2021-12-31 $19M 345k 53.90
2021-09-30 $18M 336k 54.26
2021-06-30 $13M 236k 54.60
2021-03-31 $13M 246k 53.95
2020-12-31 $13M 239k 56.03