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Schwab Strategic Tr us aggregate b shares owned by One Wealth Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by One Wealth Advisors from 13F filings

Historical chart of One Wealth Advisors investment in Schwab Strategic Tr us aggregate b

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us aggregate b held by One Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by One Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $18M 374k 47.52
2024-03-31 $15M 335k 46.00
2023-09-30 $16M 351k 44.23
2023-06-30 $17M 364k 46.16
2023-03-31 $16M 345k 46.91
2022-12-31 $11M 238k 45.65
2022-09-30 $9.9M 218k 45.31
2022-06-30 $11M 227k 47.87
2022-03-31 $11M 209k 50.57