Schwab Strategic Tr us aggregate b shares owned by Oldfather Financial Services
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Oldfather Financial Services
from 13F filings
Historical chart of Oldfather Financial Services investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Oldfather Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.5M | 34k | 46.00 |
| 2023-12-31 | $1.5M | 33k | 46.62 |
| 2023-09-30 | $1.1M | 25k | 44.23 |
| 2023-06-30 | $1.1M | 24k | 46.16 |
| 2023-03-31 | $924k | 20k | 46.91 |
| 2022-12-31 | $896k | 20k | 45.65 |
| 2022-09-30 | $901k | 20k | 45.30 |
| 2022-06-30 | $911k | 19k | 48.67 |
| 2022-03-31 | $1.1M | 22k | 48.75 |
| 2021-12-31 | $1.1M | 21k | 51.65 |
| 2021-09-30 | $1.1M | 20k | 54.03 |
| 2021-06-30 | $1.1M | 19k | 54.62 |
| 2021-03-31 | $1.0M | 19k | 54.17 |
| 2020-12-31 | $552k | 10k | 55.33 |
| 2020-09-30 | $579k | 10k | 56.04 |
| 2020-06-30 | $587k | 10k | 56.85 |
| 2020-03-31 | $514k | 9.3k | 55.36 |
| 2019-12-31 | $350k | 6.4k | 54.38 |
More positions owned by Oldfather Financial Services
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Top funds holding Schwab Strategic Tr us aggregate b
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