Schwab Strategic Tr us aggregate b shares owned by Sage Financial Management Group
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Sage Financial Management Group
from 13F filings
Historical chart of Sage Financial Management Group investment in Schwab Strategic Tr us aggregate b
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All positions including Schwab Strategic Tr us aggregate b held by Sage Financial Management Group consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $1.8M | 38k | 47.52 |
2024-03-31 | $910k | 20k | 45.99 |
2023-12-31 | $1.1M | 24k | 46.63 |
2023-09-30 | $1.2M | 28k | 44.22 |
2023-03-31 | $1.2M | 25k | 46.90 |
2022-12-31 | $1.8M | 40k | 45.64 |
2022-06-30 | $1.9M | 40k | 47.87 |
2022-03-31 | $629k | 12k | 50.57 |
2021-12-31 | $745k | 14k | 53.83 |
2021-06-30 | $15M | 266k | 54.60 |
2021-03-31 | $14M | 256k | 53.95 |
2020-12-31 | $13M | 15k | 869.14 |
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