Schwab Strategic Tr us aggregate b shares owned by Sheets Smith Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Sheets Smith Wealth Management
from 13F filings
Historical chart of Sheets Smith 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 Sheets Smith Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $111k | 2.5k | 44.23 |
| 2023-03-31 | $210k | 47 | 4463.38 |
| 2022-12-31 | $220k | 4.8k | 45.65 |
| 2022-09-30 | $224k | 4.9k | 45.29 |
| 2022-06-30 | $215k | 4.5k | 47.95 |
| 2022-03-31 | $227k | 4.5k | 50.62 |
| 2021-12-31 | $311k | 5.8k | 53.96 |
| 2021-09-30 | $378k | 7.0k | 54.21 |
| 2021-06-30 | $383k | 7.0k | 54.57 |
| 2021-03-31 | $3.0M | 56k | 53.95 |
| 2020-12-31 | $3.4M | 61k | 56.03 |
| 2020-09-30 | $6.1M | 109k | 56.08 |
| 2020-06-30 | $6.4M | 114k | 56.24 |
| 2020-03-31 | $6.1M | 112k | 54.27 |
| 2019-12-31 | $544k | 10k | 53.39 |
| 2019-09-30 | $486k | 9.0k | 53.80 |
| 2019-06-30 | $426k | 8.0k | 53.02 |
| 2019-03-31 | $251k | 4.8k | 51.92 |
| 2018-12-31 | $240k | 4.7k | 50.69 |
| 2018-09-30 | $276k | 5.5k | 50.30 |
| 2018-03-31 | $503k | 9.9k | 51.00 |
| 2017-12-31 | $391k | 7.5k | 52.04 |
| 2012-12-31 | $474k | 9.0k | 52.39 |
| 2012-09-30 | $534k | 10k | 52.86 |
| 2012-06-30 | $514k | 9.8k | 52.34 |
| 2012-03-31 | $475k | 9.2k | 51.54 |
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