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Schwab Strategic Tr us aggregate b shares owned by Sage Financial Management Group

Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Sage Financial Management Group from 13F filings

Historical chart of Sage Financial Management Group 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 Sage Financial Management Group 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 Sage Financial Management Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $910k 20k 45.99
2023-12-31 $1.1M 24k 46.63
2023-09-30 $1.2M 28k 44.22
2023-03-31 $1.2M 25k 46.90
2022-12-31 $1.8M 40k 45.64
2022-06-30 $1.9M 40k 47.87
2022-03-31 $629k 12k 50.57
2021-12-31 $745k 14k 53.83
2021-06-30 $15M 266k 54.60
2021-03-31 $14M 256k 53.95
2020-12-31 $13M 15k 869.14