Schwab Strategic Tr us aggregate b shares owned by Oregon Pacific Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Oregon Pacific Wealth Management
from 13F filings
Historical chart of Oregon Pacific Wealth Management investment in Schwab Strategic Tr us aggregate b
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All positions including Schwab Strategic Tr us aggregate b held by Oregon Pacific Wealth Management 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 Oregon Pacific Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $252k | 11k | 23.37 |
| 2025-09-30 | $354k | 15k | 23.47 |
| 2025-06-30 | $386k | 17k | 23.24 |
| 2025-03-31 | $352k | 15k | 23.16 |
| 2024-12-31 | $403k | 18k | 22.70 |
More positions owned by Oregon Pacific Wealth Management
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Top funds holding Schwab Strategic Tr us aggregate b
View all funds holding Schwab Strategic Tr us aggregate b