Schwab Strategic Tr us aggregate b shares owned by West Wealth Group
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by West Wealth Group
from 13F filings
Historical chart of West Wealth Group investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by West Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $7.8M | 168k | 46.62 |
| 2023-09-30 | $8.2M | 187k | 44.23 |
| 2023-06-30 | $9.8M | 213k | 46.16 |
| 2023-03-31 | $10M | 216k | 46.91 |
| 2022-12-31 | $7.2M | 159k | 45.65 |
| 2022-09-30 | $7.9M | 174k | 45.31 |
| 2022-06-30 | $8.7M | 183k | 47.87 |
| 2022-03-31 | $12M | 228k | 50.57 |
Top funds holding Schwab Strategic Tr us aggregate b
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