Schwab Strategic Tr us aggregate b shares owned by Rockbridge Investment Management, LCC
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Rockbridge Investment Management, LCC
from 13F filings
Historical chart of Rockbridge Investment Management, LCC investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Rockbridge Investment Management, LCC
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $135M | 2.8M | 47.52 |
| 2024-06-30 | $118M | 2.6M | 45.58 |
| 2024-03-31 | $112M | 2.4M | 46.00 |
| 2023-12-31 | $104M | 2.2M | 46.62 |
| 2023-09-30 | $92M | 2.1M | 44.23 |
| 2023-06-30 | $91M | 2.0M | 46.16 |
| 2023-03-31 | $86M | 1.8M | 46.91 |
| 2022-12-31 | $77M | 1.7M | 45.65 |
| 2022-09-30 | $73M | 1.6M | 45.31 |
| 2022-06-30 | $75M | 1.6M | 47.87 |
| 2022-03-31 | $76M | 1.5M | 50.33 |
| 2021-12-31 | $76M | 1.4M | 53.90 |
| 2021-09-30 | $69M | 1.3M | 54.26 |
| 2021-06-30 | $63M | 1.1M | 54.60 |
| 2021-03-31 | $54M | 995k | 53.95 |
| 2020-12-31 | $47M | 842k | 56.03 |
| 2020-09-30 | $40M | 719k | 56.08 |
| 2020-06-30 | $32M | 568k | 56.24 |
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