Schwab Strategic Tr us aggregate b shares owned by Total Wealth Planning
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Total Wealth Planning
from 13F filings
Historical chart of Total 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 Total Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $79M | 1.7M | 47.52 |
| 2024-06-30 | $66M | 1.4M | 46.20 |
| 2024-03-31 | $53M | 1.1M | 46.00 |
| 2023-12-31 | $46M | 978k | 46.62 |
| 2023-09-30 | $37M | 832k | 44.23 |
| 2023-06-30 | $36M | 781k | 46.16 |
| 2023-03-31 | $36M | 765k | 46.91 |
| 2022-12-31 | $33M | 727k | 45.65 |
| 2022-09-30 | $30M | 668k | 45.31 |
| 2022-06-30 | $30M | 622k | 47.87 |
| 2022-03-31 | $33M | 658k | 50.57 |
| 2021-12-31 | $25M | 480k | 51.88 |
| 2021-09-30 | $36M | 669k | 54.26 |
| 2021-06-30 | $35M | 632k | 54.60 |
| 2021-03-31 | $32M | 585k | 53.95 |
| 2020-12-31 | $30M | 531k | 56.03 |
| 2020-09-30 | $27M | 482k | 56.08 |
| 2020-06-30 | $25M | 439k | 56.24 |
| 2020-03-31 | $24M | 438k | 54.27 |
| 2019-12-31 | $28M | 523k | 53.43 |
| 2019-09-30 | $27M | 509k | 53.85 |
| 2019-06-30 | $26M | 494k | 53.00 |
| 2019-03-31 | $25M | 480k | 51.88 |
| 2018-12-31 | $24M | 471k | 50.59 |
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