Schwab Strategic Tr us aggregate b shares owned by Sterling Investment Management
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Sterling Investment Management
from 13F filings
Historical chart of Sterling Investment Management investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Sterling Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.4M | 63k | 22.70 |
| 2024-09-30 | $1.4M | 30k | 47.52 |
| 2024-06-30 | $1.3M | 30k | 45.58 |
| 2024-03-31 | $1.3M | 29k | 46.00 |
| 2023-12-31 | $1.4M | 29k | 46.62 |
| 2022-06-30 | $608k | 13k | 47.84 |
| 2022-03-31 | $642k | 13k | 50.52 |
| 2021-12-31 | $685k | 13k | 53.90 |
| 2021-09-30 | $506k | 9.3k | 54.22 |
| 2021-06-30 | $510k | 9.3k | 54.65 |
| 2021-03-31 | $503k | 9.3k | 53.90 |
| 2020-12-31 | $523k | 9.3k | 56.04 |
| 2020-09-30 | $365k | 6.5k | 56.14 |
| 2020-06-30 | $351k | 6.2k | 56.21 |
| 2020-03-31 | $266k | 4.9k | 54.29 |
| 2019-12-31 | $262k | 4.9k | 53.47 |
| 2019-09-30 | $264k | 4.9k | 53.88 |
| 2019-06-30 | $260k | 4.9k | 53.06 |
| 2019-03-31 | $254k | 4.9k | 51.84 |
| 2018-12-31 | $4.1M | 81k | 50.60 |
| 2018-09-30 | $5.1M | 101k | 50.25 |
| 2018-06-30 | $5.1M | 101k | 50.64 |
More positions owned by Sterling Investment Management
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