Schwab Strategic Tr us aggregate b shares owned by Perigon Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Perigon Wealth Management
from 13F filings
Historical chart of Perigon Wealth Management investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Perigon Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.9M | 166k | 23.47 |
| 2025-06-30 | $3.8M | 164k | 23.24 |
| 2025-03-31 | $3.8M | 163k | 23.16 |
| 2024-12-31 | $3.6M | 161k | 22.72 |
| 2024-09-30 | $2.5M | 53k | 47.52 |
| 2024-06-30 | $2.3M | 51k | 45.58 |
| 2024-03-31 | $2.1M | 47k | 46.00 |
| 2023-12-31 | $2.2M | 48k | 46.62 |
| 2023-09-30 | $1.9M | 43k | 44.23 |
| 2023-06-30 | $2.2M | 47k | 46.16 |
| 2023-03-31 | $1.9M | 41k | 46.91 |
| 2022-12-31 | $1.6M | 35k | 45.65 |
| 2022-09-30 | $1.6M | 35k | 45.30 |
| 2022-06-30 | $1.6M | 34k | 47.88 |
| 2022-03-31 | $1.7M | 33k | 50.56 |
| 2021-12-31 | $1.7M | 32k | 53.91 |
| 2021-09-30 | $1.6M | 29k | 54.25 |
| 2021-06-30 | $1.5M | 28k | 54.60 |
| 2021-03-31 | $1.5M | 27k | 53.95 |
| 2020-12-31 | $1.4M | 26k | 56.02 |
| 2020-09-30 | $1.5M | 26k | 56.09 |
| 2020-06-30 | $1.3M | 23k | 56.22 |
| 2020-03-31 | $1.2M | 21k | 55.56 |
| 2019-12-31 | $1.2M | 23k | 53.66 |
| 2019-09-30 | $590k | 11k | 53.60 |
| 2019-06-30 | $577k | 11k | 52.98 |
| 2019-03-31 | $568k | 11k | 51.64 |
| 2018-12-31 | $381k | 7.5k | 50.75 |
| 2018-09-30 | $357k | 7.1k | 50.25 |
| 2018-06-30 | $356k | 7.0k | 51.06 |
| 2018-03-31 | $356k | 7.0k | 51.06 |
| 2017-12-31 | $366k | 7.0k | 52.21 |
| 2017-09-30 | $1.2M | 22k | 52.37 |
| 2017-06-30 | $1.2M | 22k | 52.26 |
| 2017-03-31 | $1.5M | 28k | 51.80 |
| 2016-12-31 | $1.5M | 29k | 51.60 |
| 2016-06-30 | $1.5M | 28k | 53.71 |
| 2016-03-31 | $1.5M | 29k | 52.60 |
| 2015-12-31 | $1.5M | 29k | 51.51 |
| 2015-09-30 | $1.5M | 29k | 52.14 |
| 2015-06-30 | $1.4M | 28k | 51.75 |
| 2015-03-31 | $955k | 18k | 52.89 |
| 2014-12-31 | $989k | 19k | 52.34 |
| 2014-09-30 | $858k | 17k | 51.75 |
| 2014-06-30 | $391k | 7.5k | 51.89 |
| 2014-03-31 | $240k | 4.7k | 51.03 |
| 2011-09-30 | $1.6M | 35k | 45.30 |
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