Schwab Strategic Tr us aggregate b shares owned by Phocas Financial
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Phocas Financial
from 13F filings
Historical chart of Phocas Financial investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Phocas Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $221k | 5.0k | 44.23 |
| 2023-06-30 | $231k | 5.0k | 46.16 |
| 2023-03-31 | $250k | 5.3k | 46.91 |
| 2022-12-31 | $526k | 12k | 45.65 |
| 2022-09-30 | $741k | 16k | 45.30 |
| 2022-06-30 | $831k | 17k | 47.88 |
| 2022-03-31 | $878k | 17k | 50.59 |
| 2021-06-30 | $973k | 18k | 54.57 |
| 2021-03-31 | $962k | 18k | 53.95 |
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