Schwab Strategic Tr us aggregate b shares owned by Tempus Wealth Planning
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Tempus Wealth Planning
from 13F filings
Historical chart of Tempus Wealth Planning investment in Schwab Strategic Tr us aggregate b
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr us aggregate b held by Tempus Wealth Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Tempus Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $6.4M | 134k | 47.52 |
| 2024-06-30 | $5.8M | 127k | 45.58 |
| 2024-03-31 | $5.4M | 117k | 46.00 |
| 2023-12-31 | $4.5M | 96k | 46.62 |
| 2023-09-30 | $3.8M | 86k | 44.23 |
| 2023-06-30 | $4.3M | 93k | 46.16 |
| 2023-03-31 | $4.0M | 86k | 46.91 |
| 2022-12-31 | $3.1M | 68k | 45.65 |
| 2022-09-30 | $485k | 11k | 45.31 |
Top funds holding Schwab Strategic Tr us aggregate b
View all funds holding Schwab Strategic Tr us aggregate b