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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

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us aggregate b held by Whelan Financial consolidated in one spreadsheet with up to 7 years of data

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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
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