Schwab Strategic Tr us aggregate b shares owned by Spectrum Planning & Advisory Services
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Spectrum Planning & Advisory Services
from 13F filings
Historical chart of Spectrum Planning & Advisory Services investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Spectrum Planning & Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.9M | 167k | 23.47 |
| 2025-06-30 | $5.4M | 231k | 23.24 |
| 2025-03-31 | $7.3M | 316k | 23.16 |
| 2024-12-31 | $6.0M | 263k | 22.70 |
| 2024-09-30 | $6.7M | 140k | 47.52 |
| 2024-06-30 | $6.4M | 140k | 45.80 |
| 2023-12-31 | $1.6M | 34k | 46.62 |
| 2023-09-30 | $1.4M | 31k | 44.23 |
| 2023-06-30 | $1.6M | 34k | 45.90 |
| 2023-03-31 | $1.5M | 32k | 46.91 |
| 2022-12-31 | $2.7M | 60k | 45.65 |
| 2022-09-30 | $4.4M | 97k | 45.31 |
| 2022-06-30 | $4.9M | 102k | 47.87 |
| 2022-03-31 | $5.5M | 108k | 50.57 |
More positions owned by Spectrum Planning & Advisory Services
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Top funds holding Schwab Strategic Tr us aggregate b
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