Schwab Strategic Tr us aggregate b shares owned by Warren Averett Asset Management
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Warren Averett Asset Management
from 13F filings
Historical chart of Warren Averett Asset Management investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Warren Averett Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.1M | 261k | 23.47 |
| 2025-06-30 | $7.8M | 337k | 23.24 |
| 2025-03-31 | $7.9M | 343k | 23.16 |
| 2024-12-31 | $7.7M | 341k | 22.70 |
| 2024-09-30 | $9.3M | 197k | 47.52 |
| 2024-06-30 | $8.4M | 185k | 45.58 |
| 2024-03-31 | $8.8M | 190k | 46.00 |
| 2023-12-31 | $3.6M | 76k | 46.62 |
| 2023-09-30 | $3.4M | 78k | 44.23 |
| 2023-06-30 | $3.5M | 75k | 46.16 |
| 2023-03-31 | $3.8M | 81k | 46.91 |
| 2022-12-31 | $3.7M | 82k | 45.65 |
| 2022-09-30 | $3.6M | 80k | 45.31 |
| 2022-06-30 | $3.6M | 76k | 47.87 |
| 2022-03-31 | $3.9M | 78k | 50.57 |
| 2021-12-31 | $4.2M | 80k | 51.98 |
| 2021-09-30 | $4.3M | 79k | 54.07 |
| 2021-06-30 | $4.3M | 78k | 54.90 |
| 2021-03-31 | $5.1M | 94k | 54.13 |
| 2020-12-31 | $5.0M | 90k | 55.40 |
| 2020-09-30 | $4.7M | 84k | 55.63 |
| 2020-06-30 | $4.6M | 81k | 56.25 |
| 2020-03-31 | $4.4M | 82k | 54.28 |
| 2019-12-31 | $4.4M | 81k | 54.13 |
| 2019-09-30 | $4.6M | 85k | 53.85 |
| 2019-06-30 | $4.4M | 83k | 53.00 |
| 2019-03-31 | $4.1M | 80k | 51.89 |
| 2018-12-31 | $4.0M | 80k | 50.59 |
| 2018-09-30 | $4.4M | 87k | 50.24 |
| 2018-06-30 | $4.3M | 86k | 50.64 |
| 2018-03-31 | $4.4M | 86k | 51.02 |
| 2017-12-31 | $4.5M | 87k | 52.04 |
| 2017-09-30 | $4.3M | 81k | 52.36 |
| 2017-06-30 | $2.9M | 56k | 52.26 |
| 2017-03-31 | $2.9M | 56k | 51.80 |
| 2016-12-31 | $2.7M | 53k | 51.50 |
| 2016-09-30 | $2.8M | 53k | 53.67 |
| 2016-06-30 | $2.8M | 52k | 53.72 |
| 2016-03-31 | $2.8M | 52k | 52.82 |
| 2015-12-31 | $2.6M | 50k | 51.50 |
| 2015-09-30 | $1.8M | 35k | 52.14 |
| 2015-06-30 | $1.9M | 37k | 51.73 |
| 2015-03-31 | $1.7M | 33k | 52.92 |
| 2014-12-31 | $1.7M | 33k | 52.36 |
| 2014-09-30 | $1.6M | 32k | 51.77 |
| 2014-06-30 | $1.6M | 30k | 51.90 |
| 2014-03-31 | $1.4M | 27k | 51.13 |
| 2013-12-31 | $1.2M | 24k | 50.29 |
| 2013-09-30 | $1.2M | 23k | 50.81 |
| 2013-06-30 | $1.2M | 24k | 50.55 |
| 2013-03-31 | $985k | 19k | 52.25 |
| 2012-12-31 | $903k | 17k | 52.35 |
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