Schwab Strategic Tr us aggregate b shares owned by Rsm Us Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Rsm Us Wealth Management
from 13F filings
Historical chart of Rsm Us Wealth Management investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Rsm Us Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $7.1M | 305k | 23.22 |
| 2025-03-31 | $272k | 12k | 23.16 |
| 2024-12-31 | $324k | 14k | 22.72 |
| 2024-09-30 | $337k | 7.1k | 47.67 |
| 2024-06-30 | $315k | 7.0k | 45.21 |
| 2017-12-31 | $286k | 5.5k | 52.18 |
| 2017-09-30 | $287k | 5.5k | 52.39 |
| 2017-06-30 | $286k | 5.5k | 52.21 |
| 2017-03-31 | $284k | 5.5k | 51.85 |
| 2016-12-31 | $282k | 5.5k | 51.49 |
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