Schwab Strategic Tr us aggregate b shares owned by Pinnacle Family Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Pinnacle Family Advisors
from 13F filings
Historical chart of Pinnacle Family Advisors investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Pinnacle Family Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $941k | 40k | 23.47 |
| 2025-06-30 | $901k | 39k | 23.24 |
| 2025-03-31 | $970k | 42k | 23.16 |
| 2024-12-31 | $903k | 40k | 22.70 |
| 2024-09-30 | $910k | 19k | 47.52 |
| 2024-06-30 | $846k | 19k | 45.58 |
| 2024-03-31 | $894k | 19k | 46.00 |
| 2023-12-31 | $899k | 19k | 46.62 |
| 2023-09-30 | $915k | 21k | 44.23 |
| 2023-06-30 | $1.1M | 23k | 46.16 |
| 2023-03-31 | $939k | 20k | 46.91 |
| 2022-12-31 | $805k | 18k | 45.65 |
| 2022-09-30 | $831k | 18k | 45.32 |
| 2022-06-30 | $892k | 19k | 47.89 |
| 2022-03-31 | $840k | 17k | 50.58 |
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