Schwab Strategic Tr us aggregate b shares owned by Patriot Investment Management
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Patriot Investment Management
from 13F filings
Historical chart of Patriot Investment Management investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Patriot Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.4M | 95k | 46.00 |
| 2023-12-31 | $4.5M | 96k | 46.62 |
| 2023-09-30 | $5.2M | 117k | 44.23 |
| 2023-06-30 | $9.5M | 206k | 46.16 |
| 2023-03-31 | $10M | 217k | 46.91 |
| 2022-12-31 | $10M | 215k | 47.12 |
| 2022-09-30 | $11M | 232k | 45.31 |
| 2022-06-30 | $11M | 230k | 47.87 |
| 2022-03-31 | $15M | 295k | 50.57 |
| 2021-12-31 | $15M | 272k | 53.90 |
| 2021-09-30 | $14M | 263k | 54.26 |
| 2021-06-30 | $14M | 262k | 54.60 |
| 2021-03-31 | $14M | 258k | 53.95 |
| 2020-12-31 | $4.1M | 73k | 56.02 |
| 2020-09-30 | $13M | 238k | 56.08 |
| 2020-06-30 | $13M | 229k | 56.24 |
| 2020-03-31 | $12M | 220k | 54.27 |
| 2019-12-31 | $12M | 220k | 53.43 |
| 2019-09-30 | $12M | 228k | 54.10 |
| 2019-06-30 | $11M | 212k | 53.00 |
| 2019-03-31 | $9.9M | 191k | 51.88 |
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