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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

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us aggregate b held by Spectrum Planning & Advisory Services consolidated in one spreadsheet with up to 7 years of data

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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
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