Schwab Strategic Tr us aggregate b shares owned by Reston Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Reston Wealth Management
from 13F filings
Historical chart of Reston Wealth Management investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Reston Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.7M | 329k | 23.47 |
| 2025-06-30 | $6.7M | 290k | 23.24 |
| 2025-03-31 | $6.4M | 276k | 23.16 |
| 2024-12-31 | $7.0M | 306k | 22.70 |
| 2024-09-30 | $6.4M | 135k | 47.52 |
| 2024-06-30 | $5.9M | 129k | 45.58 |
| 2024-03-31 | $5.9M | 128k | 46.00 |
| 2023-12-31 | $5.5M | 118k | 46.62 |
| 2023-09-30 | $5.8M | 131k | 44.23 |
| 2023-06-30 | $5.6M | 120k | 46.16 |
| 2023-03-31 | $5.5M | 118k | 46.91 |
| 2022-12-31 | $5.4M | 119k | 45.65 |
| 2022-09-30 | $6.7M | 147k | 45.31 |
| 2022-06-30 | $4.8M | 100k | 47.87 |
| 2022-03-31 | $7.4M | 146k | 50.57 |
| 2021-12-31 | $7.8M | 146k | 53.90 |
| 2021-09-30 | $7.4M | 137k | 54.26 |
| 2021-06-30 | $7.1M | 131k | 54.60 |
| 2021-03-31 | $4.6M | 84k | 53.95 |
| 2020-12-31 | $4.3M | 77k | 56.03 |
| 2020-09-30 | $4.0M | 71k | 56.08 |
| 2020-06-30 | $3.9M | 69k | 56.24 |
| 2020-03-31 | $3.0M | 55k | 54.27 |
| 2019-12-31 | $3.0M | 57k | 53.42 |
| 2019-09-30 | $2.4M | 44k | 53.84 |
| 2019-06-30 | $1.6M | 29k | 53.00 |
| 2019-03-31 | $1.5M | 29k | 51.60 |
| 2018-12-31 | $1.4M | 28k | 50.61 |
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