Schwab Strategic Tr us aggregate b shares owned by Western Financial Corp
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Western Financial Corp
from 13F filings
Historical chart of Western Financial Corp investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Western Financial Corp
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $841k | 37k | 22.70 |
| 2024-09-30 | $1.1M | 22k | 47.52 |
| 2024-06-30 | $997k | 22k | 45.58 |
| 2024-03-31 | $1.0M | 23k | 46.00 |
| 2023-12-31 | $1.3M | 27k | 46.62 |
| 2023-09-30 | $1.3M | 29k | 44.23 |
| 2023-06-30 | $1.5M | 32k | 46.16 |
| 2023-03-31 | $1.6M | 33k | 46.91 |
| 2022-12-31 | $1.1M | 24k | 45.65 |
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