Schwab Strategic Tr us aggregate b shares owned by Transcend Wealth Collective
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Transcend Wealth Collective
from 13F filings
Historical chart of Transcend Wealth Collective investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Transcend Wealth Collective
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.3M | 28k | 46.00 |
| 2023-12-31 | $1.2M | 27k | 46.62 |
| 2023-09-30 | $830k | 19k | 44.23 |
| 2023-06-30 | $1.1M | 23k | 46.16 |
| 2023-03-31 | $1.2M | 26k | 46.91 |
| 2022-12-31 | $735k | 16k | 45.65 |
| 2022-09-30 | $716k | 16k | 45.31 |
| 2022-06-30 | $978k | 20k | 47.86 |
| 2022-03-31 | $781k | 16k | 50.54 |
More positions owned by Transcend Wealth Collective
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Top funds holding Schwab Strategic Tr us aggregate b
View all funds holding Schwab Strategic Tr us aggregate b