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Schwab Strategic Tr us aggregate b shares owned by Walker Financial Services

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

Historical chart of Walker Financial Services 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 Walker Financial Services 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 Walker Financial Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $472k 10k 46.00
2023-12-31 $459k 9.8k 46.62
2023-09-30 $436k 9.9k 44.23
2023-06-30 $455k 9.9k 46.16
2023-03-31 $464k 9.9k 46.91
2022-12-31 $464k 9.9k 46.91
2022-09-30 $502k 11k 45.31
2022-06-30 $528k 11k 47.87
2022-03-31 $755k 15k 50.57