Schwab Strategic Tr us aggregate b shares owned by Worth Asset Management
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Worth Asset Management
from 13F filings
Historical chart of Worth Asset Management investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Worth Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.0M | 21k | 47.53 |
| 2024-06-30 | $270k | 5.9k | 45.58 |
| 2024-03-31 | $277k | 6.0k | 46.00 |
| 2023-12-31 | $446k | 9.6k | 46.62 |
| 2023-09-30 | $387k | 8.8k | 44.23 |
| 2023-06-30 | $553k | 12k | 46.13 |
| 2023-03-31 | $378k | 8.1k | 46.91 |
| 2022-12-31 | $344k | 7.5k | 45.65 |
| 2022-09-30 | $516k | 11k | 45.27 |
| 2022-06-30 | $244k | 5.1k | 47.80 |
| 2022-03-31 | $248k | 5.1k | 48.58 |
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