Schwab Strategic Tr us aggregate b shares owned by Retirement Guys Formula
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Retirement Guys Formula
from 13F filings
Historical chart of Retirement Guys Formula investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Retirement Guys Formula
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $484k | 10k | 47.52 |
| 2024-06-30 | $452k | 9.9k | 45.58 |
| 2024-03-31 | $534k | 12k | 46.00 |
| 2023-12-31 | $544k | 12k | 46.62 |
| 2023-09-30 | $478k | 11k | 44.23 |
| 2023-06-30 | $500k | 11k | 46.16 |
| 2023-03-31 | $556k | 12k | 46.91 |
| 2022-12-31 | $549k | 12k | 45.65 |
| 2022-09-30 | $634k | 14k | 45.29 |
| 2022-06-30 | $604k | 13k | 47.88 |
| 2022-03-31 | $381k | 7.5k | 50.56 |
| 2021-12-31 | $2.6M | 48k | 53.91 |
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