Schwab Strategic Tr us aggregate b shares owned by Whelan Financial
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Whelan Financial
from 13F filings
Historical chart of Whelan Financial investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Whelan Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $216k | 9.2k | 23.47 |
| 2025-06-30 | $215k | 9.2k | 23.24 |
| 2025-03-31 | $236k | 10k | 23.16 |
| 2024-12-31 | $238k | 11k | 22.70 |
| 2024-09-30 | $266k | 5.6k | 47.52 |
| 2024-06-30 | $261k | 5.7k | 45.58 |
| 2024-03-31 | $269k | 5.8k | 46.00 |
| 2023-12-31 | $285k | 6.1k | 46.62 |
| 2023-09-30 | $281k | 6.4k | 44.23 |
| 2023-06-30 | $342k | 7.4k | 46.16 |
| 2023-03-31 | $390k | 8.3k | 46.91 |
| 2022-12-31 | $401k | 8.8k | 45.65 |
| 2022-09-30 | $402k | 8.9k | 45.31 |
| 2022-06-30 | $452k | 9.4k | 47.85 |
| 2022-03-31 | $484k | 9.6k | 50.55 |
| 2021-12-31 | $527k | 9.8k | 53.87 |
| 2021-09-30 | $543k | 10k | 54.22 |
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