Schwab Strategic Tr us aggregate b shares owned by W.H. Cornerstone Investments
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by W.H. Cornerstone Investments
from 13F filings
Historical chart of W.H. Cornerstone Investments investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by W.H. Cornerstone Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $822k | 18k | 46.01 |
| 2023-12-31 | $1.2M | 27k | 46.63 |
| 2023-09-30 | $2.2M | 50k | 44.23 |
| 2023-06-30 | $2.4M | 51k | 46.16 |
| 2023-03-31 | $2.0M | 43k | 46.90 |
| 2022-12-31 | $1.7M | 37k | 47.05 |
| 2022-09-30 | $1.7M | 37k | 44.86 |
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