Schwab Strategic Tr us aggregate b shares owned by Pensionmark Financial Group
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Pensionmark Financial Group
from 13F filings
Historical chart of Pensionmark Financial Group investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Pensionmark Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $272k | 12k | 23.47 |
| 2025-06-30 | $366k | 16k | 23.24 |
| 2025-03-31 | $730k | 32k | 23.16 |
| 2024-12-31 | $1.4M | 63k | 22.70 |
| 2024-09-30 | $1.5M | 32k | 47.52 |
| 2024-06-30 | $1.5M | 32k | 45.58 |
| 2024-03-31 | $1.3M | 28k | 46.00 |
| 2023-12-31 | $320k | 6.9k | 46.62 |
| 2023-09-30 | $3.8M | 87k | 44.23 |
| 2023-06-30 | $4.8M | 105k | 46.16 |
| 2023-03-31 | $4.7M | 101k | 46.91 |
| 2022-12-31 | $4.5M | 100k | 45.65 |
| 2022-09-30 | $4.4M | 98k | 45.31 |
| 2022-06-30 | $4.6M | 94k | 48.90 |
| 2022-03-31 | $4.6M | 91k | 50.57 |
| 2021-12-31 | $4.5M | 86k | 51.62 |
| 2021-09-30 | $4.2M | 77k | 54.25 |
| 2021-06-30 | $3.7M | 67k | 54.60 |
| 2021-03-31 | $3.4M | 62k | 53.98 |
| 2020-12-31 | $2.9M | 53k | 55.25 |
| 2020-09-30 | $2.2M | 40k | 56.09 |
| 2020-06-30 | $2.0M | 36k | 56.46 |
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