Schwab Strategic Tr us aggregate b shares owned by SeaCrest Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by SeaCrest Wealth Management
from 13F filings
Historical chart of SeaCrest 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 SeaCrest Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 52k | 23.44 |
| 2025-06-30 | $1.5M | 66k | 23.24 |
| 2025-03-31 | $1.8M | 77k | 23.16 |
| 2024-12-31 | $1.7M | 74k | 22.70 |
| 2024-09-30 | $1.9M | 39k | 47.52 |
| 2024-06-30 | $1.8M | 39k | 45.58 |
| 2024-03-31 | $1.8M | 40k | 46.00 |
| 2023-12-31 | $1.8M | 40k | 46.13 |
| 2023-09-30 | $2.7M | 62k | 44.23 |
| 2023-06-30 | $2.9M | 62k | 46.16 |
| 2023-03-31 | $3.0M | 64k | 46.91 |
| 2022-12-31 | $3.0M | 65k | 45.65 |
| 2022-09-30 | $3.0M | 65k | 45.31 |
| 2022-06-30 | $2.8M | 59k | 47.87 |
| 2022-03-31 | $3.1M | 61k | 50.57 |
| 2021-12-31 | $3.2M | 60k | 53.90 |
| 2021-09-30 | $3.3M | 60k | 54.26 |
| 2021-06-30 | $4.3M | 79k | 54.60 |
| 2021-03-31 | $3.7M | 68k | 53.94 |
| 2020-12-31 | $2.7M | 49k | 56.03 |
| 2020-09-30 | $2.1M | 38k | 56.09 |
| 2020-06-30 | $2.3M | 40k | 56.24 |
| 2020-03-31 | $2.2M | 41k | 54.26 |
| 2019-12-31 | $2.4M | 45k | 53.42 |
| 2019-09-30 | $2.4M | 44k | 53.85 |
| 2019-06-30 | $2.3M | 44k | 53.01 |
| 2019-03-31 | $2.4M | 47k | 51.87 |
| 2018-12-31 | $2.4M | 47k | 50.60 |
| 2018-09-30 | $2.4M | 48k | 50.25 |
| 2018-06-30 | $2.4M | 47k | 50.64 |
| 2018-03-31 | $3.4M | 68k | 51.02 |
| 2017-12-31 | $4.0M | 77k | 52.04 |
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