Schwab Strategic Tr us aggregate b shares owned by Roundview Capital
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Roundview Capital
from 13F filings
Historical chart of Roundview Capital investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Roundview Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $807k | 34k | 23.47 |
| 2025-06-30 | $789k | 34k | 23.24 |
| 2025-03-31 | $795k | 34k | 23.16 |
| 2024-12-31 | $769k | 34k | 22.70 |
| 2024-09-30 | $864k | 18k | 47.52 |
| 2024-06-30 | $838k | 18k | 45.58 |
| 2024-03-31 | $522k | 11k | 46.00 |
| 2023-12-31 | $374k | 8.0k | 46.62 |
| 2023-09-30 | $1.2M | 28k | 44.23 |
| 2023-06-30 | $1.8M | 38k | 46.16 |
| 2023-03-31 | $2.6M | 56k | 46.91 |
| 2022-12-31 | $2.9M | 64k | 45.65 |
| 2022-09-30 | $4.3M | 96k | 45.31 |
| 2022-06-30 | $5.5M | 114k | 47.87 |
| 2022-03-31 | $6.0M | 119k | 50.57 |
| 2021-12-31 | $6.8M | 127k | 53.90 |
| 2021-09-30 | $6.9M | 127k | 54.26 |
| 2021-06-30 | $6.8M | 124k | 54.60 |
| 2021-03-31 | $6.7M | 124k | 53.95 |
| 2020-12-31 | $8.1M | 144k | 56.03 |
| 2020-09-30 | $7.5M | 135k | 56.08 |
| 2020-06-30 | $7.6M | 135k | 56.24 |
| 2020-03-31 | $7.1M | 131k | 54.27 |
| 2019-12-31 | $6.7M | 125k | 53.43 |
| 2019-09-30 | $6.5M | 121k | 53.85 |
| 2019-06-30 | $5.9M | 112k | 53.00 |
| 2019-03-31 | $4.8M | 92k | 51.87 |
| 2018-12-31 | $2.9M | 57k | 50.58 |
| 2018-09-30 | $2.5M | 51k | 50.25 |
| 2018-06-30 | $2.5M | 50k | 50.65 |
| 2018-03-31 | $2.5M | 50k | 51.02 |
| 2017-12-31 | $2.5M | 49k | 52.04 |
| 2017-09-30 | $2.4M | 46k | 52.35 |
| 2017-06-30 | $2.3M | 44k | 52.24 |
| 2017-03-31 | $2.3M | 44k | 51.80 |
| 2016-12-31 | $2.0M | 40k | 51.50 |
| 2016-09-30 | $2.0M | 38k | 53.66 |
| 2016-06-30 | $1.9M | 35k | 53.71 |
| 2016-03-31 | $1.7M | 33k | 52.81 |
| 2015-12-31 | $1.5M | 30k | 51.49 |
| 2015-09-30 | $385k | 7.4k | 52.20 |
| 2015-06-30 | $382k | 7.4k | 51.80 |
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