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
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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 |
|---|---|---|---|
| 2024-03-31 | $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 |
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