Schwab Strategic Tr us aggregate b shares owned by Watermark Asset Management
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Watermark Asset Management
from 13F filings
Historical chart of Watermark 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 Watermark Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2018-12-31 | $6.9M | 137k | 50.59 |
| 2018-09-30 | $7.2M | 143k | 50.25 |
| 2018-06-30 | $6.9M | 136k | 50.64 |
| 2018-03-31 | $6.7M | 132k | 51.02 |
| 2017-12-31 | $6.2M | 120k | 52.04 |
| 2017-09-30 | $5.3M | 102k | 52.36 |
| 2017-06-30 | $4.5M | 86k | 52.25 |
| 2017-03-31 | $3.9M | 75k | 51.79 |
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