Schwab Strategic Tr us aggregate b shares owned by WFA of San Diego
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by WFA of San Diego
from 13F filings
Historical chart of WFA of San Diego investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by WFA of San Diego
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $83k | 3.6k | 23.24 |
| 2024-09-30 | $64k | 1.4k | 47.52 |
| 2023-09-30 | $60k | 1.3k | 44.23 |
| 2023-06-30 | $66k | 1.4k | 46.16 |
| 2022-12-31 | $104k | 2.3k | 45.65 |
| 2022-06-30 | $100k | 2.1k | 48.10 |
| 2021-12-31 | $120k | 2.2k | 54.01 |
| 2021-09-30 | $120k | 2.2k | 54.15 |
| 2020-06-30 | $323k | 5.7k | 56.30 |
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