Schwab Strategic Tr us aggregate b shares owned by United Capital Financial Advisers
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by United Capital Financial Advisers
from 13F filings
Historical chart of United Capital Financial Advisers investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by United Capital Financial Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $15M | 621k | 23.47 |
| 2025-06-30 | $15M | 640k | 23.24 |
| 2025-03-31 | $17M | 726k | 23.16 |
| 2024-12-31 | $18M | 790k | 22.70 |
| 2024-09-30 | $18M | 380k | 47.52 |
| 2024-06-30 | $18M | 387k | 45.58 |
| 2024-03-31 | $18M | 391k | 46.00 |
| 2023-12-31 | $19M | 410k | 46.62 |
| 2023-09-30 | $22M | 496k | 44.23 |
| 2023-06-30 | $23M | 498k | 46.16 |
| 2023-03-31 | $24M | 516k | 46.91 |
| 2022-12-31 | $24M | 532k | 45.65 |
| 2022-09-30 | $29M | 638k | 45.31 |
| 2022-06-30 | $40M | 835k | 47.87 |
| 2022-03-31 | $45M | 887k | 50.57 |
| 2021-12-31 | $54M | 993k | 53.90 |
| 2021-09-30 | $55M | 1.0M | 54.26 |
| 2021-06-30 | $57M | 1.0M | 54.60 |
| 2021-03-31 | $56M | 1.0M | 53.95 |
| 2020-12-31 | $61M | 1.1M | 56.03 |
| 2020-09-30 | $60M | 1.1M | 56.08 |
| 2020-06-30 | $59M | 1.1M | 56.24 |
| 2020-03-31 | $60M | 1.1M | 54.27 |
| 2019-12-31 | $43M | 811k | 53.43 |
| 2019-09-30 | $43M | 806k | 53.85 |
| 2019-06-30 | $41M | 774k | 53.00 |
| 2019-03-31 | $38M | 727k | 51.88 |
| 2018-12-31 | $30M | 591k | 50.59 |
| 2018-09-30 | $29M | 572k | 50.25 |
| 2018-06-30 | $33M | 648k | 50.64 |
| 2018-03-31 | $33M | 638k | 51.02 |
| 2017-12-31 | $16M | 303k | 52.04 |
| 2017-09-30 | $16M | 295k | 52.36 |
| 2017-06-30 | $10M | 192k | 52.25 |
| 2017-03-31 | $11M | 212k | 51.79 |
| 2016-12-31 | $13M | 246k | 51.50 |
| 2016-09-30 | $15M | 275k | 53.67 |
| 2016-06-30 | $83M | 1.5M | 54.00 |
| 2016-03-31 | $76M | 1.4M | 52.82 |
| 2015-12-31 | $67M | 1.3M | 51.50 |
| 2015-09-30 | $59M | 1.1M | 52.14 |
| 2015-06-30 | $56M | 1.1M | 51.73 |
| 2015-03-31 | $50M | 948k | 52.69 |
| 2014-12-31 | $42M | 805k | 52.36 |
| 2014-09-30 | $16M | 306k | 51.77 |
| 2014-06-30 | $8.5M | 164k | 51.90 |
| 2014-03-31 | $7.2M | 141k | 51.13 |
| 2013-09-30 | $5.2M | 103k | 50.83 |
| 2013-06-30 | $4.6M | 92k | 50.54 |
| 2013-03-31 | $6.2M | 118k | 52.23 |
| 2012-12-31 | $4.9M | 93k | 52.34 |
| 2012-09-30 | $3.5M | 67k | 52.81 |
| 2012-06-30 | $1.6M | 30k | 52.35 |
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