Schwab Strategic Tr us aggregate b shares owned by Theory Financial
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Theory Financial
from 13F filings
Historical chart of Theory Financial investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Theory Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $27M | 590k | 45.58 |
| 2024-03-31 | $27M | 578k | 46.00 |
| 2023-12-31 | $27M | 583k | 46.62 |
| 2023-09-30 | $26M | 585k | 44.23 |
| 2023-06-30 | $26M | 562k | 46.16 |
| 2023-03-31 | $26M | 550k | 46.91 |
| 2022-12-31 | $23M | 496k | 45.65 |
| 2022-06-30 | $22M | 456k | 48.28 |
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