Schwab Strategic Tr us aggregate b shares owned by Tradition Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Tradition Wealth Management
from 13F filings
Historical chart of Tradition Wealth Management investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Tradition Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.0M | 215k | 23.47 |
| 2025-06-30 | $5.1M | 218k | 23.24 |
| 2025-03-31 | $5.2M | 224k | 23.16 |
| 2024-12-31 | $5.0M | 220k | 22.70 |
| 2024-09-30 | $4.5M | 95k | 47.52 |
| 2024-06-30 | $4.2M | 93k | 45.58 |
| 2024-03-31 | $4.3M | 94k | 46.00 |
| 2023-12-31 | $280k | 6.0k | 46.59 |
| 2023-09-30 | $256k | 5.8k | 44.21 |
| 2023-06-30 | $232k | 5.0k | 46.12 |
| 2023-03-31 | $235k | 5.0k | 46.88 |
| 2022-12-31 | $138k | 3.0k | 45.79 |
| 2022-09-30 | $137k | 3.0k | 45.45 |
| 2022-06-30 | $175k | 3.6k | 48.00 |
| 2022-03-31 | $184k | 3.6k | 50.47 |
| 2021-12-31 | $328k | 6.1k | 53.89 |
| 2021-09-30 | $331k | 6.1k | 54.24 |
| 2021-06-30 | $532k | 9.7k | 54.61 |
| 2021-03-31 | $6.8M | 127k | 53.95 |
| 2020-12-31 | $7.1M | 127k | 56.03 |
More positions owned by Tradition Wealth Management
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Top funds holding Schwab Strategic Tr us aggregate b
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