Schwab Strategic Tr us aggregate b shares owned by Peak Financial Management
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Peak Financial Management
from 13F filings
Historical chart of Peak Financial Management investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Peak Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $6.0M | 125k | 47.52 |
| 2024-06-30 | $5.4M | 118k | 45.58 |
| 2024-03-31 | $4.9M | 107k | 46.00 |
| 2023-12-31 | $4.7M | 101k | 46.62 |
| 2023-09-30 | $4.9M | 111k | 44.23 |
| 2023-06-30 | $3.8M | 83k | 46.16 |
| 2023-03-31 | $3.8M | 81k | 46.91 |
| 2022-12-31 | $3.5M | 78k | 45.65 |
| 2022-09-30 | $3.5M | 77k | 45.31 |
| 2022-06-30 | $3.6M | 74k | 47.88 |
| 2022-03-31 | $3.8M | 74k | 50.57 |
| 2021-12-31 | $4.1M | 77k | 53.90 |
| 2021-09-30 | $4.4M | 81k | 54.27 |
| 2021-06-30 | $4.1M | 75k | 54.59 |
| 2021-03-31 | $3.8M | 71k | 53.95 |
| 2020-12-31 | $3.7M | 66k | 56.03 |
| 2020-09-30 | $3.5M | 62k | 56.08 |
| 2020-06-30 | $3.3M | 58k | 56.25 |
| 2020-03-31 | $3.7M | 68k | 54.26 |
| 2019-12-31 | $3.5M | 65k | 53.43 |
| 2019-09-30 | $3.4M | 63k | 53.86 |
| 2019-06-30 | $3.4M | 64k | 53.00 |
| 2019-03-31 | $3.3M | 63k | 51.87 |
| 2018-12-31 | $3.3M | 65k | 50.59 |
| 2018-09-30 | $3.1M | 62k | 50.24 |
| 2018-06-30 | $2.8M | 56k | 50.63 |
| 2018-03-31 | $2.0M | 39k | 51.02 |
| 2017-12-31 | $627k | 12k | 52.05 |
| 2017-09-30 | $426k | 8.1k | 52.30 |
| 2017-06-30 | $425k | 8.1k | 52.28 |
| 2017-03-31 | $395k | 7.6k | 51.74 |
| 2016-12-31 | $254k | 4.9k | 51.47 |
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