Schwab Strategic Tr us aggregate b shares owned by Opes Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Opes Wealth Management
from 13F filings
Historical chart of Opes Wealth Management investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Opes Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $302k | 13k | 22.70 |
| 2024-09-30 | $397k | 8.3k | 47.52 |
| 2024-06-30 | $282k | 6.2k | 45.58 |
| 2024-03-31 | $280k | 6.1k | 46.00 |
| 2023-12-31 | $348k | 7.5k | 46.62 |
| 2023-09-30 | $439k | 9.9k | 44.23 |
| 2023-06-30 | $521k | 11k | 46.16 |
| 2023-03-31 | $631k | 14k | 46.91 |
| 2022-12-31 | $843k | 19k | 45.65 |
| 2022-09-30 | $1.1M | 25k | 45.31 |
| 2022-06-30 | $1.3M | 27k | 47.86 |
| 2022-03-31 | $1.4M | 28k | 50.56 |
| 2021-12-31 | $1.6M | 30k | 53.91 |
| 2021-09-30 | $1.7M | 31k | 54.24 |
| 2021-06-30 | $1.7M | 31k | 54.61 |
| 2021-03-31 | $2.1M | 39k | 53.94 |
| 2020-12-31 | $2.7M | 47k | 56.03 |
| 2020-09-30 | $3.3M | 59k | 56.08 |
| 2020-06-30 | $9.2M | 164k | 56.24 |
| 2020-03-31 | $13M | 233k | 54.27 |
| 2019-12-31 | $18M | 340k | 53.43 |
| 2019-09-30 | $16M | 298k | 53.85 |
| 2019-06-30 | $14M | 255k | 53.00 |
| 2019-03-31 | $13M | 248k | 51.88 |
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