Schwab Strategic Tr us aggregate b shares owned by NorthRock Partners
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by NorthRock Partners
from 13F filings
Historical chart of NorthRock Partners investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by NorthRock Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $28M | 1.2M | 23.37 |
| 2025-06-30 | $10k | 447 | 23.26 |
| 2025-03-31 | $10k | 432 | 23.16 |
| 2024-12-31 | $23k | 1.0k | 22.69 |
| 2024-09-30 | $20k | 422 | 47.54 |
| 2024-06-30 | $24k | 526 | 45.61 |
| 2024-03-31 | $17k | 362 | 46.02 |
| 2023-12-31 | $49k | 1.0k | 46.64 |
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