Schwab Strategic Tr us aggregate b shares owned by Ballast Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Ballast Advisors
from 13F filings
Historical chart of Ballast Advisors investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Ballast Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.9M | 41k | 46.00 |
| 2023-12-31 | $2.0M | 42k | 46.62 |
| 2023-09-30 | $1.9M | 43k | 44.23 |
| 2023-06-30 | $1.9M | 41k | 46.16 |
| 2023-03-31 | $1.8M | 38k | 46.91 |
| 2022-12-31 | $1.7M | 37k | 45.65 |
| 2022-09-30 | $1.6M | 36k | 45.30 |
| 2022-06-30 | $1.5M | 31k | 47.87 |
| 2022-03-31 | $1.6M | 31k | 50.59 |
| 2021-12-31 | $1.2M | 22k | 53.90 |
| 2021-09-30 | $1.0M | 19k | 54.27 |
| 2021-06-30 | $878k | 16k | 54.60 |
| 2021-03-31 | $688k | 13k | 53.97 |
| 2020-12-31 | $677k | 12k | 56.03 |
| 2020-09-30 | $245k | 4.4k | 56.03 |
| 2020-06-30 | $217k | 3.9k | 56.25 |
| 2020-03-31 | $222k | 4.1k | 54.36 |
| 2019-12-31 | $230k | 4.3k | 53.44 |
Top funds holding Schwab Strategic Tr us aggregate b
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