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
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Tempus Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $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
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