Schwab Strategic Tr us aggregate b shares owned by Stephens Consulting
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Stephens Consulting
from 13F filings
Historical chart of Stephens Consulting investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Stephens Consulting
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $128k | 5.5k | 23.47 |
| 2025-06-30 | $72k | 3.1k | 23.24 |
| 2025-03-31 | $71k | 3.1k | 23.16 |
| 2024-12-31 | $70k | 3.1k | 22.70 |
| 2024-09-30 | $74k | 1.6k | 47.52 |
| 2024-06-30 | $71k | 1.6k | 45.58 |
| 2024-03-31 | $32k | 694 | 46.00 |
| 2023-12-31 | $32k | 694 | 46.62 |
| 2023-09-30 | $31k | 694 | 44.23 |
| 2023-06-30 | $32k | 694 | 46.16 |
| 2023-03-31 | $21k | 455 | 46.91 |
| 2022-12-31 | $21k | 455 | 45.65 |
| 2022-09-30 | $21k | 455 | 45.31 |
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