Schwab Strategic Tr us aggregate b shares owned by Security Financial Services
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Security Financial Services
from 13F filings
Historical chart of Security Financial Services investment in Schwab Strategic Tr us aggregate b
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All positions including Schwab Strategic Tr us aggregate b held by Security Financial Services consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab Strategic Tr us aggregate b by Security Financial Services
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $16M | 334k | 47.52 |
2024-06-30 | $7.4M | 163k | 45.58 |
2024-03-31 | $7.1M | 154k | 46.00 |
2023-12-31 | $5.2M | 112k | 46.62 |
2023-09-30 | $5.8M | 130k | 44.23 |
2023-06-30 | $6.5M | 142k | 46.16 |
2023-03-31 | $6.4M | 136k | 46.91 |
2022-12-31 | $5.2M | 115k | 45.65 |
2022-09-30 | $4.2M | 92k | 45.31 |
2022-06-30 | $5.1M | 106k | 47.87 |
2022-03-31 | $5.8M | 114k | 50.57 |
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Top funds holding Schwab Strategic Tr us aggregate b
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