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
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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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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 |
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