Schwab Strategic Tr us aggregate b shares owned by Walker Financial Services
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Walker Financial Services
from 13F filings
Historical chart of Walker Financial Services investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Walker Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $411k | 18k | 22.70 |
| 2024-09-30 | $433k | 9.1k | 47.52 |
| 2024-06-30 | $455k | 10k | 45.58 |
| 2024-03-31 | $472k | 10k | 46.00 |
| 2023-12-31 | $459k | 9.8k | 46.62 |
| 2023-09-30 | $436k | 9.9k | 44.23 |
| 2023-06-30 | $455k | 9.9k | 46.16 |
| 2023-03-31 | $464k | 9.9k | 46.91 |
| 2022-12-31 | $464k | 9.9k | 46.91 |
| 2022-09-30 | $502k | 11k | 45.31 |
| 2022-06-30 | $528k | 11k | 47.87 |
| 2022-03-31 | $755k | 15k | 50.57 |
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