Schwab Strategic Tr us aggregate b shares owned by Resource Planning Group
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Resource Planning Group
from 13F filings
Historical chart of Resource Planning Group investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Resource Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $720k | 15k | 46.62 |
| 2023-09-30 | $804k | 18k | 44.23 |
| 2023-06-30 | $840k | 18k | 46.16 |
| 2023-03-31 | $857k | 18k | 46.91 |
| 2022-12-31 | $834k | 18k | 45.65 |
| 2022-06-30 | $324k | 6.8k | 47.89 |
| 2022-03-31 | $579k | 12k | 50.53 |
| 2021-12-31 | $615k | 11k | 53.93 |
| 2021-09-30 | $646k | 12k | 54.27 |
| 2021-06-30 | $680k | 13k | 54.59 |
| 2021-03-31 | $675k | 13k | 53.93 |
| 2020-12-31 | $762k | 14k | 56.05 |
| 2020-09-30 | $793k | 14k | 56.08 |
| 2020-06-30 | $818k | 15k | 56.22 |
| 2020-03-31 | $969k | 18k | 54.25 |
| 2019-12-31 | $1.2M | 23k | 53.41 |
| 2019-09-30 | $1.3M | 24k | 53.85 |
| 2019-06-30 | $1.3M | 25k | 52.99 |
| 2019-03-31 | $1.5M | 28k | 51.89 |
| 2018-12-31 | $1.5M | 30k | 50.60 |
| 2018-09-30 | $1.8M | 36k | 50.25 |
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