Schwab Strategic Tr us aggregate b shares owned by Steele Capital Management
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Steele Capital Management
from 13F filings
Historical chart of Steele Capital Management investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Steele Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $291k | 13k | 23.13 |
| 2025-06-30 | $250k | 11k | 23.24 |
| 2025-03-31 | $249k | 11k | 23.16 |
| 2024-03-31 | $441k | 9.6k | 46.00 |
| 2023-12-31 | $601k | 13k | 46.62 |
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