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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

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Security Financial Services

Quarter filed Position value Share count Share price at filing
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