Schwab Strategic Tr us aggregate b shares owned by Plum Street Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Plum Street Advisors
from 13F filings
Historical chart of Plum Street Advisors investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Plum Street Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $23M | 992k | 23.47 |
| 2025-06-30 | $22M | 929k | 23.24 |
| 2025-03-31 | $22M | 949k | 23.16 |
| 2024-12-31 | $22M | 946k | 22.70 |
| 2024-09-30 | $20M | 425k | 47.52 |
| 2024-06-30 | $18M | 388k | 45.58 |
| 2024-03-31 | $20M | 425k | 47.52 |
| 2023-12-31 | $14M | 307k | 46.62 |
Top funds holding Schwab Strategic Tr us aggregate b
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