Schwab Strategic Tr us aggregate b shares owned by Retirement Group
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Retirement Group
from 13F filings
Historical chart of Retirement Group investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Retirement Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.8M | 38k | 46.00 |
| 2023-12-31 | $2.1M | 45k | 46.62 |
| 2023-09-30 | $2.0M | 46k | 44.23 |
| 2023-06-30 | $2.1M | 46k | 46.16 |
| 2023-03-31 | $2.4M | 52k | 46.91 |
| 2022-12-31 | $2.1M | 46k | 45.64 |
| 2022-09-30 | $1.9M | 42k | 45.32 |
| 2022-06-30 | $2.6M | 54k | 47.87 |
| 2022-03-31 | $2.2M | 44k | 50.56 |
| 2021-12-31 | $2.2M | 41k | 53.90 |
| 2021-09-30 | $2.3M | 42k | 54.27 |
| 2021-06-30 | $2.4M | 44k | 54.61 |
| 2021-03-31 | $2.0M | 38k | 53.95 |
| 2020-12-31 | $1.8M | 31k | 56.46 |
| 2020-09-30 | $158k | 2.0k | 80.65 |
| 2020-06-30 | $1.8M | 32k | 56.24 |
| 2019-12-31 | $1.9M | 37k | 53.42 |
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