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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

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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
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