Schwab Strategic Tr us aggregate b shares owned by Vertex Planning Partners
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Vertex Planning Partners
from 13F filings
Historical chart of Vertex Planning Partners investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Vertex Planning Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.4M | 230k | 23.47 |
| 2025-06-30 | $5.3M | 229k | 23.24 |
| 2025-03-31 | $5.3M | 229k | 23.16 |
| 2024-12-31 | $5.1M | 226k | 22.70 |
| 2024-09-30 | $5.2M | 110k | 47.52 |
| 2024-06-30 | $1.2M | 27k | 45.58 |
| 2024-03-31 | $1.3M | 28k | 46.00 |
| 2023-12-31 | $1.0M | 22k | 46.62 |
| 2023-09-30 | $1.0M | 24k | 44.23 |
| 2023-06-30 | $1.0M | 22k | 46.16 |
| 2023-03-31 | $984k | 21k | 46.91 |
| 2022-12-31 | $608k | 13k | 45.65 |
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