Schwab Strategic Tr us aggregate b shares owned by Portside Wealth Group
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Portside Wealth Group
from 13F filings
Historical chart of Portside Wealth Group investment in Schwab Strategic Tr us aggregate b
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr us aggregate b held by Portside Wealth Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Portside Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $379k | 8.0k | 47.52 |
| 2024-09-30 | $379k | 8.0k | 47.52 |
| 2024-06-30 | $522k | 12k | 45.58 |
| 2024-03-31 | $738k | 16k | 46.00 |
Top funds holding Schwab Strategic Tr us aggregate b
View all funds holding Schwab Strategic Tr us aggregate b