Schwab Strategic Tr us aggregate b shares owned by Prestige Wealth Management Group
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Prestige Wealth Management Group
from 13F filings
Historical chart of Prestige Wealth Management Group investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Prestige Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $172k | 7.3k | 23.47 |
| 2025-06-30 | $175k | 7.5k | 23.24 |
| 2025-03-31 | $178k | 7.7k | 23.16 |
| 2024-12-31 | $139k | 6.1k | 22.70 |
| 2024-09-30 | $156k | 3.3k | 47.52 |
| 2024-06-30 | $150k | 3.3k | 45.58 |
| 2024-03-31 | $185k | 4.0k | 46.00 |
| 2023-12-31 | $403k | 8.7k | 46.62 |
| 2023-09-30 | $195k | 4.4k | 44.23 |
| 2023-06-30 | $472k | 10k | 46.16 |
| 2023-03-31 | $488k | 10k | 46.91 |
| 2022-12-31 | $864k | 19k | 45.65 |
| 2022-09-30 | $363k | 8.0k | 45.30 |
| 2022-06-30 | $147k | 3.1k | 47.84 |
| 2022-03-31 | $99k | 2.0k | 50.72 |
| 2021-12-31 | $1.1M | 20k | 53.92 |
| 2021-09-30 | $61k | 1.1k | 53.93 |
| 2021-06-30 | $210k | 3.8k | 54.63 |
| 2021-03-31 | $840k | 16k | 53.95 |
| 2020-12-31 | $1.1M | 20k | 56.02 |
| 2020-09-30 | $177k | 3.2k | 56.19 |
| 2020-06-30 | $177k | 3.2k | 56.19 |
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