Schwab Strategic Tr us aggregate b shares owned by Valley Forge Investment Consultants Inc Adv
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Valley Forge Investment Consultants Inc Adv
from 13F filings
Historical chart of Valley Forge Investment Consultants Inc Adv investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Valley Forge Investment Consultants Inc Adv
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $883k | 38k | 23.47 |
| 2025-06-30 | $981k | 42k | 23.24 |
| 2025-03-31 | $960k | 42k | 23.16 |
| 2024-12-31 | $2.0M | 86k | 22.70 |
| 2024-09-30 | $1.9M | 41k | 47.52 |
| 2024-06-30 | $1.9M | 42k | 45.58 |
| 2024-03-31 | $2.0M | 44k | 46.00 |
| 2023-12-31 | $2.0M | 42k | 46.62 |
| 2023-09-30 | $1.9M | 43k | 44.23 |
| 2023-06-30 | $1.8M | 39k | 46.16 |
| 2023-03-31 | $1.9M | 41k | 46.91 |
| 2022-12-31 | $1.8M | 39k | 45.65 |
| 2022-09-30 | $1.7M | 37k | 45.30 |
| 2022-06-30 | $1.7M | 36k | 47.86 |
| 2022-03-31 | $1.9M | 37k | 50.56 |
| 2021-12-31 | $2.8M | 51k | 53.90 |
| 2021-09-30 | $2.7M | 51k | 54.26 |
| 2021-06-30 | $2.9M | 52k | 54.61 |
| 2021-03-31 | $2.9M | 53k | 53.95 |
| 2020-12-31 | $2.2M | 39k | 56.02 |
More positions owned by Valley Forge Investment Consultants Inc Adv
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