Schwab Strategic Tr us aggregate b shares owned by TCWP
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by TCWP
from 13F filings
Historical chart of TCWP investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by TCWP
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $395k | 8.5k | 46.62 |
| 2023-09-30 | $406k | 9.2k | 44.23 |
| 2023-06-30 | $6.6M | 142k | 46.16 |
| 2023-03-31 | $6.4M | 137k | 46.91 |
| 2022-12-31 | $7.3M | 159k | 45.65 |
| 2022-09-30 | $9.1M | 201k | 45.31 |
| 2022-06-30 | $13M | 263k | 47.87 |
| 2022-03-31 | $11M | 223k | 50.57 |
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