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
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr us aggregate b held by Vertex Planning Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab Strategic Tr us aggregate b by Vertex Planning Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |
Top funds holding Schwab Strategic Tr us aggregate b
View all funds holding Schwab Strategic Tr us aggregate b