Schwab Strategic Tr us aggregate b shares owned by Per Stirling Capital Management
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Per Stirling Capital Management
from 13F filings
Historical chart of Per Stirling Capital Management investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Per Stirling Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $291k | 12k | 23.47 |
| 2025-06-30 | $287k | 12k | 23.24 |
| 2025-03-31 | $291k | 13k | 23.16 |
| 2024-12-31 | $286k | 13k | 22.70 |
| 2024-09-30 | $739k | 16k | 47.52 |
| 2024-03-31 | $268k | 5.8k | 46.00 |
| 2023-12-31 | $224k | 4.8k | 46.62 |
| 2023-09-30 | $230k | 5.2k | 44.23 |
| 2023-06-30 | $240k | 5.2k | 46.16 |
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