Schwab Strategic Tr us aggregate b shares owned by Schneider Downs Wealth Management Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Schneider Downs Wealth Management Advisors
from 13F filings
Historical chart of Schneider Downs Wealth Management Advisors investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Schneider Downs Wealth Management Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $632k | 13k | 47.52 |
| 2024-06-30 | $613k | 13k | 45.58 |
| 2024-03-31 | $6.6M | 144k | 46.00 |
| 2023-12-31 | $8.1M | 174k | 46.62 |
| 2023-09-30 | $4.6M | 104k | 44.23 |
| 2023-06-30 | $5.0M | 108k | 46.16 |
| 2023-03-31 | $5.0M | 107k | 46.91 |
| 2022-12-31 | $5.7M | 125k | 45.65 |
| 2022-09-30 | $883k | 20k | 45.33 |
| 2022-06-30 | $1.4M | 30k | 47.88 |
| 2022-03-31 | $911k | 18k | 50.54 |
| 2021-12-31 | $1.2M | 21k | 53.88 |
| 2021-09-30 | $1.1M | 21k | 54.28 |
| 2021-06-30 | $1.2M | 22k | 54.62 |
| 2021-03-31 | $1.2M | 22k | 53.94 |
| 2020-12-31 | $1.2M | 21k | 56.01 |
| 2020-09-30 | $1.2M | 21k | 56.06 |
| 2020-06-30 | $1.0M | 18k | 56.23 |
| 2020-03-31 | $1.9M | 35k | 54.28 |
| 2019-12-31 | $2.6M | 49k | 53.43 |
| 2019-09-30 | $2.4M | 44k | 53.84 |
| 2019-06-30 | $2.1M | 40k | 53.00 |
| 2019-03-31 | $1.7M | 34k | 51.89 |
| 2018-12-31 | $1.6M | 31k | 50.60 |
| 2018-09-30 | $1.7M | 34k | 50.24 |
| 2018-06-30 | $2.9M | 58k | 50.63 |
| 2018-03-31 | $2.6M | 50k | 51.02 |
| 2017-12-31 | $1.8M | 35k | 52.03 |
| 2017-09-30 | $1.1M | 22k | 52.36 |
| 2017-06-30 | $1.0M | 20k | 52.26 |
| 2017-03-31 | $781k | 15k | 51.79 |
| 2016-12-31 | $458k | 8.9k | 51.50 |
| 2016-09-30 | $441k | 8.2k | 53.63 |
| 2016-06-30 | $350k | 6.5k | 53.70 |
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