Schwab Strategic Tr us aggregate b shares owned by Wagner Bowman Management
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Wagner Bowman Management
from 13F filings
Historical chart of Wagner Bowman Management investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Wagner Bowman Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.7M | 73k | 23.37 |
| 2025-09-30 | $1.7M | 73k | 23.47 |
| 2025-06-30 | $1.6M | 68k | 23.24 |
| 2025-03-31 | $1.7M | 75k | 23.16 |
| 2024-12-31 | $1.7M | 73k | 22.70 |
| 2024-09-30 | $1.8M | 38k | 47.52 |
| 2024-06-30 | $1.7M | 38k | 45.58 |
| 2024-03-31 | $1.6M | 36k | 46.00 |
| 2023-12-31 | $1.7M | 37k | 46.62 |
| 2023-09-30 | $1.8M | 41k | 44.23 |
| 2023-06-30 | $1.1M | 24k | 46.16 |
| 2023-03-31 | $1.3M | 28k | 46.91 |
| 2022-09-30 | $693k | 15k | 45.30 |
| 2022-06-30 | $751k | 16k | 47.86 |
| 2022-03-31 | $948k | 19k | 48.76 |
| 2021-12-31 | $1.2M | 23k | 53.91 |
| 2021-09-30 | $1.3M | 24k | 54.25 |
| 2021-06-30 | $1.2M | 22k | 54.96 |
| 2021-03-31 | $837k | 16k | 53.93 |
| 2020-12-31 | $873k | 16k | 55.71 |
| 2020-09-30 | $953k | 17k | 56.08 |
| 2020-06-30 | $989k | 18k | 56.24 |
| 2020-03-31 | $985k | 18k | 54.25 |
| 2019-12-31 | $1.0M | 19k | 53.39 |
| 2019-09-30 | $941k | 18k | 53.81 |
| 2019-06-30 | $793k | 15k | 52.94 |
| 2019-03-31 | $749k | 15k | 51.83 |
| 2018-12-31 | $626k | 12k | 50.54 |
| 2018-09-30 | $604k | 12k | 50.22 |
| 2018-06-30 | $536k | 11k | 50.56 |
| 2018-03-31 | $457k | 9.0k | 51.01 |
| 2017-12-31 | $431k | 8.3k | 51.95 |
| 2017-09-30 | $399k | 7.6k | 52.35 |
| 2017-06-30 | $397k | 7.6k | 52.24 |
| 2017-03-31 | $278k | 5.4k | 51.65 |
| 2016-12-31 | $201k | 3.9k | 51.38 |
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