Schwab Strategic Tr us aggregate b shares owned by Stratos Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Stratos Wealth Advisors
from 13F filings
Historical chart of Stratos Wealth Advisors investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Stratos Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.4M | 60k | 22.70 |
| 2024-09-30 | $1.3M | 28k | 47.52 |
| 2024-06-30 | $3.3M | 73k | 45.58 |
| 2024-03-31 | $3.5M | 75k | 46.00 |
| 2023-12-31 | $4.5M | 97k | 46.62 |
| 2023-09-30 | $4.2M | 95k | 44.23 |
| 2023-06-30 | $2.0M | 44k | 46.16 |
| 2023-03-31 | $1.8M | 38k | 46.91 |
| 2022-12-31 | $2.7M | 59k | 45.65 |
| 2022-09-30 | $2.6M | 58k | 45.32 |
| 2022-06-30 | $4.4M | 92k | 47.87 |
| 2022-03-31 | $6.2M | 123k | 50.57 |
| 2021-12-31 | $3.2M | 60k | 53.90 |
| 2021-09-30 | $469k | 8.6k | 54.28 |
| 2021-06-30 | $409k | 7.5k | 54.62 |
| 2021-03-31 | $433k | 8.0k | 53.99 |
| 2020-12-31 | $514k | 9.2k | 56.05 |
| 2020-09-30 | $452k | 8.1k | 56.08 |
| 2020-06-30 | $418k | 7.4k | 56.20 |
| 2020-03-31 | $383k | 7.1k | 54.23 |
| 2019-12-31 | $376k | 7.0k | 53.37 |
| 2019-09-30 | $453k | 8.4k | 53.89 |
| 2019-06-30 | $380k | 7.2k | 52.93 |
| 2019-03-31 | $284k | 5.5k | 51.93 |
Top funds holding Schwab Strategic Tr us aggregate b
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