Schwab Strategic Tr us aggregate b shares owned by Values Added Financial
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Values Added Financial
from 13F filings
Historical chart of Values Added Financial investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Values Added Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $459k | 20k | 23.47 |
| 2025-06-30 | $454k | 20k | 23.24 |
| 2025-03-31 | $2.8M | 122k | 23.16 |
| 2024-12-31 | $1.4M | 62k | 22.70 |
| 2024-03-31 | $377k | 8.2k | 46.00 |
| 2023-09-30 | $1.2M | 28k | 44.23 |
| 2023-06-30 | $565k | 12k | 46.16 |
Top funds holding Schwab Strategic Tr us aggregate b
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