Schwab Strategic Tr us aggregate b shares owned by Zhang Financial
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Zhang Financial
from 13F filings
Historical chart of Zhang Financial investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Zhang Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $851k | 19k | 46.00 |
| 2023-12-31 | $896k | 19k | 46.62 |
| 2023-09-30 | $1.4M | 32k | 44.19 |
| 2023-06-30 | $2.2M | 48k | 46.08 |
| 2023-03-31 | $2.6M | 56k | 46.91 |
| 2022-12-31 | $2.7M | 58k | 45.65 |
| 2022-09-30 | $3.3M | 73k | 45.31 |
| 2022-06-30 | $3.3M | 69k | 47.87 |
| 2022-03-31 | $2.8M | 56k | 50.56 |
| 2021-12-31 | $1.2M | 23k | 53.89 |
| 2021-09-30 | $968k | 18k | 54.26 |
| 2021-06-30 | $947k | 17k | 54.61 |
| 2021-03-31 | $735k | 14k | 53.96 |
| 2020-12-31 | $696k | 12k | 56.02 |
| 2020-09-30 | $767k | 14k | 56.07 |
| 2020-06-30 | $769k | 14k | 56.22 |
| 2020-03-31 | $783k | 14k | 54.26 |
| 2019-12-31 | $837k | 16k | 53.41 |
| 2019-09-30 | $1.1M | 21k | 53.78 |
| 2019-06-30 | $1.3M | 24k | 52.98 |
| 2019-03-31 | $1.2M | 24k | 51.89 |
| 2018-12-31 | $1.2M | 23k | 50.61 |
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