Schwab Strategic Tr us aggregate b shares owned by MorganRosel Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by MorganRosel Wealth Management
from 13F filings
Historical chart of MorganRosel 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 MorganRosel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $8.5M | 186k | 46.00 |
| 2023-12-31 | $14M | 295k | 46.62 |
| 2023-09-30 | $16M | 353k | 44.23 |
| 2023-06-30 | $16M | 345k | 46.16 |
| 2023-03-31 | $16M | 336k | 46.91 |
| 2022-12-31 | $13M | 293k | 45.65 |
| 2022-09-30 | $16M | 343k | 45.31 |
| 2022-06-30 | $11M | 238k | 47.87 |
| 2022-03-31 | $15M | 300k | 50.57 |
| 2021-12-31 | $15M | 275k | 53.90 |
| 2021-09-30 | $14M | 261k | 54.26 |
| 2021-06-30 | $13M | 231k | 54.60 |
| 2021-03-31 | $10M | 193k | 53.95 |
| 2020-12-31 | $9.0M | 161k | 56.03 |
| 2020-09-30 | $8.9M | 158k | 56.08 |
| 2020-06-30 | $7.8M | 139k | 56.24 |
| 2020-03-31 | $6.3M | 117k | 54.27 |
| 2019-12-31 | $5.8M | 108k | 53.43 |
| 2019-09-30 | $5.4M | 100k | 53.85 |
| 2019-06-30 | $3.1M | 59k | 53.00 |
| 2019-03-31 | $2.5M | 49k | 51.89 |
| 2018-12-31 | $362k | 7.1k | 50.64 |
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