Schwab Strategic Tr us aggregate b shares owned by Wagner Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Wagner Wealth Management
from 13F filings
Historical chart of Wagner 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 Wagner Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $65k | 1.4k | 46.00 |
| 2023-12-31 | $56k | 1.2k | 46.61 |
| 2023-09-30 | $44k | 994 | 44.24 |
| 2023-06-30 | $27k | 592 | 46.14 |
| 2023-03-31 | $20k | 429 | 46.86 |
| 2022-12-31 | $53k | 1.2k | 45.63 |
| 2022-09-30 | $46k | 1.0k | 45.05 |
| 2022-06-30 | $49k | 1.0k | 47.95 |
| 2022-03-31 | $50k | 994 | 50.30 |
| 2021-12-31 | $61k | 1.1k | 53.56 |
| 2021-09-30 | $68k | 1.3k | 54.01 |
| 2021-06-30 | $90k | 1.7k | 54.55 |
| 2021-03-31 | $89k | 1.6k | 53.97 |
| 2020-12-31 | $138k | 2.5k | 56.17 |
| 2018-09-30 | $333k | 6.6k | 50.20 |
| 2018-06-30 | $415k | 8.2k | 50.59 |
| 2018-03-31 | $457k | 9.0k | 50.97 |
| 2017-12-31 | $491k | 9.5k | 51.86 |
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