Schwab Strategic Tr us aggregate b shares owned by Waterford Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Waterford Advisors
from 13F filings
Historical chart of Waterford Advisors investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Waterford Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.0M | 384k | 23.47 |
| 2025-06-30 | $8.2M | 13k | 610.83 |
| 2025-03-31 | $8.0M | 345k | 23.16 |
| 2024-06-30 | $11M | 235k | 45.58 |
| 2024-03-31 | $11M | 236k | 46.00 |
| 2023-09-30 | $15M | 348k | 44.23 |
| 2023-06-30 | $15M | 334k | 46.16 |
| 2023-03-31 | $15M | 321k | 46.91 |
| 2022-12-31 | $14M | 313k | 45.65 |
Top funds holding Schwab Strategic Tr us aggregate b
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