Schwab Strategic Tr us aggregate b shares owned by SVA Plumb Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by SVA Plumb Wealth Management
from 13F filings
Historical chart of SVA Plumb Wealth Management investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by SVA Plumb Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-12-31 | $21M | 375k | 56.03 |
| 2020-09-30 | $22M | 386k | 56.08 |
| 2020-06-30 | $16M | 285k | 56.24 |
| 2020-03-31 | $14M | 254k | 54.27 |
| 2019-12-31 | $13M | 241k | 53.43 |
| 2019-09-30 | $12M | 224k | 53.85 |
| 2019-06-30 | $12M | 223k | 53.00 |
| 2019-03-31 | $10M | 199k | 51.88 |
| 2018-12-31 | $9.2M | 183k | 50.59 |
| 2018-09-30 | $6.2M | 123k | 50.25 |
| 2018-06-30 | $7.8M | 154k | 50.64 |
| 2018-03-31 | $2.7M | 51k | 52.37 |
| 2017-12-31 | $3.9M | 76k | 52.04 |
| 2017-09-30 | $2.7M | 51k | 52.37 |
| 2017-06-30 | $2.4M | 47k | 52.25 |
| 2017-03-31 | $1.0M | 20k | 51.78 |
| 2016-12-31 | $1.0M | 20k | 51.52 |
| 2016-06-30 | $202k | 3.8k | 53.67 |
| 2015-12-31 | $360k | 7.0k | 51.55 |
| 2015-03-31 | $7.2M | 136k | 52.91 |
| 2014-12-31 | $7.2M | 137k | 52.36 |
| 2014-09-30 | $6.4M | 124k | 51.77 |
| 2014-06-30 | $5.9M | 113k | 51.90 |
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