Schwab Strategic Tr us aggregate b shares owned by Savant Capital Management
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Savant Capital Management
from 13F filings
Historical chart of Savant Capital Management investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Savant Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 453k | 23.47 |
| 2025-06-30 | $11M | 463k | 23.24 |
| 2025-03-31 | $7.5M | 324k | 23.16 |
| 2024-12-31 | $2.7M | 118k | 22.70 |
| 2024-09-30 | $922k | 19k | 47.52 |
| 2024-06-30 | $933k | 21k | 45.58 |
| 2024-03-31 | $995k | 22k | 46.00 |
| 2023-12-31 | $1.1M | 25k | 46.62 |
| 2023-09-30 | $1.3M | 29k | 44.23 |
| 2023-06-30 | $1.8M | 39k | 46.16 |
| 2023-03-31 | $1.9M | 40k | 46.91 |
| 2022-12-31 | $1.7M | 38k | 45.65 |
| 2022-09-30 | $1.9M | 42k | 45.32 |
| 2022-06-30 | $2.0M | 43k | 47.87 |
| 2022-03-31 | $2.4M | 47k | 50.57 |
| 2021-12-31 | $2.5M | 47k | 53.91 |
| 2021-09-30 | $2.4M | 44k | 54.25 |
| 2021-06-30 | $2.4M | 44k | 54.61 |
| 2021-03-31 | $2.4M | 44k | 53.96 |
| 2020-12-31 | $2.5M | 45k | 56.04 |
| 2020-09-30 | $2.4M | 44k | 56.08 |
| 2020-06-30 | $2.6M | 46k | 56.25 |
| 2020-03-31 | $2.6M | 49k | 54.26 |
| 2019-12-31 | $2.0M | 37k | 53.43 |
| 2019-09-30 | $2.2M | 41k | 53.85 |
| 2019-06-30 | $2.1M | 39k | 53.00 |
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