Schwab Strategic Tr us aggregate b shares owned by Robertson Stephens Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Robertson Stephens Wealth Management
from 13F filings
Historical chart of Robertson Stephens Wealth Management investment in Schwab Strategic Tr us aggregate b
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All positions including Schwab Strategic Tr us aggregate b held by Robertson Stephens Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab Strategic Tr us aggregate b by Robertson Stephens Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $6.6M | 290k | 22.70 |
2024-09-30 | $8.1M | 171k | 47.52 |
2024-03-31 | $6.8M | 148k | 46.00 |
2023-12-31 | $6.1M | 130k | 46.62 |
2022-12-31 | $286k | 6.3k | 45.65 |
2020-12-31 | $353k | 6.3k | 55.97 |
2020-09-30 | $433k | 7.7k | 55.98 |
2020-06-30 | $435k | 7.7k | 56.24 |
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Top funds holding Schwab Strategic Tr us aggregate b
View all funds holding Schwab Strategic Tr us aggregate b