Schwab Strategic Tr us aggregate b shares owned by Tompkins Financial Corp
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Tompkins Financial Corp
from 13F filings
Historical chart of Tompkins Financial Corp investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Tompkins Financial Corp
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $243k | 11k | 23.22 |
| 2025-12-31 | $1.1k | 48 | 23.38 |
| 2025-09-30 | $1.1k | 48 | 23.48 |
| 2025-06-30 | $1.1k | 48 | 23.25 |
| 2025-03-31 | $1.1k | 48 | 23.17 |
| 2024-12-31 | $1.1k | 48 | 22.71 |
| 2024-09-30 | $1.1k | 24 | 47.50 |
| 2024-06-30 | $1.1k | 24 | 45.58 |
| 2024-03-31 | $1.1k | 24 | 46.00 |
| 2023-12-31 | $1.1k | 24 | 46.63 |
| 2023-09-30 | $1.1k | 24 | 44.25 |
| 2023-06-30 | $1.1k | 24 | 46.17 |
| 2023-03-31 | $1.1k | 24 | 46.92 |
| 2022-12-31 | $1.0k | 24 | 41.67 |
| 2021-09-30 | $3.0k | 60 | 50.00 |
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