Schwab Strategic Tr us aggregate b shares owned by Yale Capital Corp.
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Yale Capital Corp.
from 13F filings
Historical chart of Yale Capital Corp. investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Yale Capital Corp.
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $575k | 25k | 23.47 |
| 2025-06-30 | $215k | 9.3k | 23.24 |
| 2025-03-31 | $249k | 11k | 23.16 |
| 2024-12-31 | $244k | 11k | 22.70 |
| 2024-09-30 | $294k | 6.2k | 47.52 |
| 2024-03-31 | $296k | 6.4k | 46.00 |
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