Schwab Strategic Tr us aggregate b shares owned by Nwam
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Nwam
from 13F filings
Historical chart of Nwam investment in Schwab Strategic Tr us aggregate b
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All positions including Schwab Strategic Tr us aggregate b held by Nwam consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $1.9M | 39k | 47.52 |
2024-03-31 | $1.9M | 42k | 45.35 |
2023-12-31 | $1.8M | 39k | 46.62 |
2023-09-30 | $1.6M | 36k | 44.23 |
2023-06-30 | $2.0M | 44k | 46.16 |
2023-03-31 | $1.9M | 41k | 46.91 |
2022-12-31 | $607k | 13k | 45.65 |
2022-09-30 | $603k | 13k | 45.35 |
2022-06-30 | $519k | 11k | 48.14 |
2022-03-31 | $361k | 7.1k | 50.62 |
2021-06-30 | $225k | 4.1k | 54.61 |
2021-03-31 | $256k | 4.8k | 53.87 |
2016-12-31 | $334k | 6.5k | 51.54 |
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