Schwab Strategic Tr us aggregate b shares owned by Sontag Advisory
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Sontag Advisory
from 13F filings
Historical chart of Sontag Advisory investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Sontag Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 91k | 23.47 |
| 2025-06-30 | $2.3M | 99k | 23.24 |
| 2025-03-31 | $2.4M | 103k | 23.16 |
| 2024-12-31 | $2.4M | 105k | 22.70 |
| 2024-09-30 | $1.9M | 40k | 47.52 |
| 2024-06-30 | $2.4M | 53k | 45.58 |
| 2024-03-31 | $3.3M | 72k | 46.00 |
| 2023-12-31 | $4.1M | 89k | 46.62 |
| 2023-09-30 | $1.6M | 37k | 44.23 |
| 2023-06-30 | $1.7M | 37k | 46.16 |
| 2023-03-31 | $1.8M | 38k | 46.91 |
| 2022-12-31 | $2.0M | 43k | 45.65 |
| 2022-09-30 | $1.9M | 42k | 45.32 |
| 2022-06-30 | $3.8M | 79k | 47.87 |
| 2022-03-31 | $6.0M | 118k | 50.57 |
| 2021-12-31 | $7.7M | 144k | 53.90 |
| 2021-09-30 | $8.6M | 159k | 54.26 |
| 2021-06-30 | $10M | 187k | 54.60 |
| 2021-03-31 | $19M | 353k | 53.95 |
| 2020-12-31 | $29M | 511k | 56.03 |
| 2020-03-31 | $20M | 376k | 54.27 |
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