Schwab Strategic Tr us aggregate b shares owned by Visionary Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Visionary Wealth Advisors
from 13F filings
Historical chart of Visionary Wealth Advisors investment in Schwab Strategic Tr us aggregate b
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All positions including Schwab Strategic Tr us aggregate b held by Visionary Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $1.1M | 24k | 46.00 |
2023-12-31 | $1.2M | 25k | 46.62 |
2023-09-30 | $1.1M | 25k | 44.23 |
2023-06-30 | $1.2M | 27k | 46.16 |
2023-03-31 | $982k | 21k | 46.93 |
2021-12-31 | $6.0M | 112k | 53.90 |
2020-03-31 | $3.9M | 71k | 54.27 |
Top funds holding Schwab Strategic Tr us aggregate b
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