Schwab Strategic Tr us aggregate b shares owned by Resources Investment Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Resources Investment Advisors
from 13F filings
Historical chart of Resources Investment Advisors investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Resources Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $78M | 3.3M | 23.47 |
| 2025-06-30 | $85M | 3.6M | 23.24 |
| 2025-03-31 | $91M | 3.9M | 23.16 |
| 2024-12-31 | $96M | 4.2M | 22.70 |
| 2024-09-30 | $79M | 1.7M | 47.52 |
| 2024-06-30 | $77M | 1.7M | 45.58 |
| 2024-03-31 | $77M | 1.7M | 46.00 |
| 2023-09-30 | $79M | 1.8M | 44.23 |
| 2023-06-30 | $93M | 2.0M | 46.16 |
| 2023-03-31 | $104M | 2.2M | 46.91 |
| 2022-12-31 | $112M | 2.5M | 45.65 |
| 2022-09-30 | $150M | 3.3M | 45.31 |
| 2022-06-30 | $175M | 3.7M | 47.87 |
| 2022-03-31 | $193M | 3.8M | 50.57 |
| 2021-12-31 | $199M | 3.7M | 53.90 |
| 2021-09-30 | $191M | 3.5M | 54.26 |
| 2021-06-30 | $182M | 3.3M | 54.60 |
| 2021-03-31 | $160M | 3.0M | 53.95 |
| 2020-12-31 | $149M | 2.7M | 56.03 |
| 2020-09-30 | $61M | 1.1M | 56.08 |
| 2020-06-30 | $57M | 1.0M | 56.24 |
| 2020-03-31 | $52M | 949k | 54.27 |
| 2019-12-31 | $50M | 927k | 53.43 |
| 2019-09-30 | $43M | 800k | 53.85 |
| 2019-06-30 | $71M | 1.3M | 53.00 |
| 2019-03-31 | $21M | 398k | 51.93 |
| 2018-12-31 | $20M | 385k | 50.54 |
| 2018-09-30 | $34M | 672k | 50.25 |
| 2018-06-30 | $33M | 646k | 50.64 |
| 2018-03-31 | $21M | 413k | 51.02 |
| 2017-12-31 | $28M | 531k | 52.04 |
| 2017-09-30 | $19M | 359k | 52.36 |
| 2017-06-30 | $1.2M | 23k | 52.25 |
More positions owned by Resources Investment Advisors
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