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 |
|---|---|---|---|
| 2023-12-31 | $104M | 2.2M | 46.62 |
| 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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Top funds holding Schwab Strategic Tr us aggregate b
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