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Schwab Strategic Tr us aggregate b shares owned by Change Path

Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Change Path from 13F filings

Historical chart of Change Path 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 Change Path 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 Change Path

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.1M 44k 46.63
2023-09-30 $1.7M 39k 44.24
2023-06-30 $1.6M 35k 45.45
2023-03-31 $1.8M 39k 46.92
2022-12-31 $1.6M 35k 45.64
2022-09-30 $1.6M 36k 45.45
2022-06-30 $1.7M 36k 47.88
2022-03-31 $1.8M 35k 50.56
2021-12-31 $2.0M 37k 53.89
2021-09-30 $2.0M 37k 54.27
2021-06-30 $2.6M 47k 54.60
2021-03-31 $2.4M 44k 53.94
2020-12-31 $2.5M 44k 56.04
2020-09-30 $2.8M 50k 56.08
2020-06-30 $2.7M 49k 56.25
2020-03-31 $2.6M 48k 54.27
2019-12-31 $2.5M 47k 53.44
2019-09-30 $2.6M 48k 53.84
2019-06-30 $2.8M 53k 53.00
2019-03-31 $4.3M 77k 56.07
2018-12-31 $52M 1.0M 50.59
2018-09-30 $45M 900k 50.25
2018-06-30 $41M 817k 50.64
2018-03-31 $34M 673k 51.02