Schwab Strategic Tr us aggregate b shares owned by OptiFour Integrated Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by OptiFour Integrated Wealth Management
from 13F filings
Historical chart of OptiFour Integrated Wealth Management 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 OptiFour Integrated Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab Strategic Tr us aggregate b by OptiFour Integrated Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2019-12-31 | $2.9M | 54k | 53.43 |
| 2019-09-30 | $3.0M | 56k | 53.84 |
| 2019-06-30 | $3.0M | 56k | 53.00 |
| 2019-03-31 | $2.9M | 56k | 51.88 |
| 2018-12-31 | $2.9M | 57k | 50.59 |
| 2018-09-30 | $2.8M | 57k | 50.25 |
| 2018-06-30 | $2.9M | 58k | 50.65 |
| 2018-03-31 | $3.0M | 59k | 51.01 |
| 2017-12-31 | $3.0M | 59k | 52.03 |
More positions owned by OptiFour Integrated Wealth Management
View all positions for OptiFour Integrated Wealth Management
Top funds holding Schwab Strategic Tr us aggregate b
View all funds holding Schwab Strategic Tr us aggregate b