Schwab Strategic Tr us aggregate b shares owned by Souders Financial Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Souders Financial Advisors
from 13F filings
Historical chart of Souders Financial Advisors investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Souders Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $366k | 7.9k | 46.62 |
| 2023-09-30 | $16M | 361k | 44.23 |
| 2023-06-30 | $15M | 325k | 46.16 |
| 2023-03-31 | $15M | 320k | 46.91 |
| 2022-12-31 | $14M | 304k | 45.65 |
| 2022-09-30 | $13M | 286k | 45.31 |
| 2022-06-30 | $19M | 387k | 47.87 |
| 2022-03-31 | $5.7M | 112k | 50.57 |
| 2021-12-31 | $5.8M | 108k | 53.90 |
| 2021-09-30 | $5.2M | 97k | 54.26 |
| 2021-06-30 | $4.8M | 88k | 54.60 |
| 2021-03-31 | $4.1M | 77k | 53.95 |
| 2020-12-31 | $4.0M | 71k | 56.03 |
| 2020-09-30 | $3.8M | 69k | 55.56 |
| 2020-06-30 | $3.4M | 61k | 56.24 |
| 2020-03-31 | $4.4M | 81k | 54.27 |
More positions owned by Souders Financial Advisors
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Top funds holding Schwab Strategic Tr us aggregate b
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