Schwab Strategic Tr us aggregate b shares owned by Powers Advisory Group
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Powers Advisory Group
from 13F filings
Historical chart of Powers Advisory Group investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Powers Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 70k | 23.47 |
| 2025-06-30 | $751k | 32k | 23.24 |
| 2025-03-31 | $670k | 29k | 23.16 |
| 2024-12-31 | $373k | 16k | 22.70 |
| 2024-09-30 | $386k | 8.1k | 47.52 |
| 2024-06-30 | $369k | 8.1k | 45.58 |
| 2024-03-31 | $375k | 8.2k | 46.00 |
| 2023-12-31 | $485k | 10k | 46.62 |
| 2023-09-30 | $474k | 11k | 44.23 |
| 2023-06-30 | $531k | 12k | 46.16 |
| 2023-03-31 | $539k | 12k | 46.91 |
| 2022-12-31 | $538k | 12k | 45.65 |
| 2022-09-30 | $548k | 12k | 45.29 |
| 2022-06-30 | $580k | 12k | 47.89 |
| 2022-03-31 | $801k | 16k | 50.58 |
| 2021-12-31 | $9.0M | 168k | 53.90 |
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