Schwab Strategic Tr us aggregate b shares owned by Sightline Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Sightline Wealth Advisors
from 13F filings
Historical chart of Sightline Wealth Advisors investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Sightline Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.5M | 108k | 22.70 |
| 2024-09-30 | $2.8M | 59k | 47.52 |
| 2024-06-30 | $3.7M | 80k | 45.58 |
| 2024-03-31 | $3.8M | 83k | 46.00 |
| 2023-12-31 | $1.9M | 41k | 46.62 |
| 2023-09-30 | $1.3M | 30k | 44.23 |
| 2023-06-30 | $697k | 15k | 46.91 |
| 2023-03-31 | $604k | 13k | 46.91 |
| 2022-12-31 | $587k | 13k | 45.65 |
| 2022-09-30 | $752k | 17k | 45.58 |
| 2021-09-30 | $247k | 4.6k | 54.29 |
| 2021-06-30 | $439k | 8.0k | 54.62 |
| 2021-03-31 | $685k | 13k | 53.93 |
| 2020-12-31 | $782k | 14k | 56.03 |
Top funds holding Schwab Strategic Tr us aggregate b
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