Schwab Strategic Tr us aggregate b shares owned by OMNI 360 Wealth
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by OMNI 360 Wealth
from 13F filings
Historical chart of OMNI 360 Wealth investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by OMNI 360 Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $813k | 35k | 23.47 |
| 2025-06-30 | $789k | 34k | 23.24 |
| 2025-03-31 | $796k | 34k | 23.16 |
| 2024-12-31 | $741k | 33k | 22.70 |
| 2024-09-30 | $726k | 15k | 47.52 |
| 2024-06-30 | $762k | 17k | 45.58 |
| 2024-03-31 | $973k | 21k | 46.00 |
| 2023-12-31 | $929k | 20k | 46.62 |
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