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
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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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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 |
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