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Schwab Strategic Tr us aggregate b shares owned by Wagner Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Wagner Wealth Management from 13F filings

Historical chart of Wagner Wealth Management 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 Wagner Wealth Management 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 Wagner Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $83k 1.7k 47.53
2024-06-30 $73k 1.6k 45.59
2024-03-31 $65k 1.4k 46.00
2023-12-31 $56k 1.2k 46.61
2023-09-30 $44k 994 44.24
2023-06-30 $27k 592 46.14
2023-03-31 $20k 429 46.86
2022-12-31 $53k 1.2k 45.63
2022-09-30 $46k 1.0k 45.05
2022-06-30 $49k 1.0k 47.95
2022-03-31 $50k 994 50.30
2021-12-31 $61k 1.1k 53.56
2021-09-30 $68k 1.3k 54.01
2021-06-30 $90k 1.7k 54.55
2021-03-31 $89k 1.6k 53.97
2020-12-31 $138k 2.5k 56.17
2018-09-30 $333k 6.6k 50.20
2018-06-30 $415k 8.2k 50.59
2018-03-31 $457k 9.0k 50.97
2017-12-31 $491k 9.5k 51.86