Schwab Strategic Tr us aggregate b shares owned by Shearwater Capital
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Shearwater Capital
from 13F filings
Historical chart of Shearwater Capital investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Shearwater Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $993k | 21k | 47.52 |
| 2024-06-30 | $969k | 21k | 45.58 |
| 2024-03-31 | $977k | 21k | 46.00 |
| 2023-12-31 | $972k | 21k | 46.62 |
| 2023-09-30 | $922k | 21k | 44.23 |
| 2023-06-30 | $982k | 21k | 46.16 |
| 2023-03-31 | $998k | 21k | 46.91 |
| 2022-12-31 | $971k | 1.1k | 902.62 |
| 2022-09-30 | $964k | 1.1k | 898.42 |
| 2022-06-30 | $1.0M | 1.1k | 933.09 |
| 2022-03-31 | $1.1M | 1.1k | 972.88 |
| 2021-12-31 | $1.1M | 1.1k | 1017.76 |
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