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Schwab Strategic Tr us aggregate b shares owned by IFG Advisory

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

Historical chart of IFG Advisory 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 IFG Advisory 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 IFG Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $810k 18k 46.00
2023-12-31 $659k 14k 46.62
2023-09-30 $713k 16k 44.23
2023-06-30 $568k 12k 46.16
2023-03-31 $467k 9.9k 46.91
2021-03-31 $527k 9.8k 53.89
2020-12-31 $553k 9.9k 55.97

More positions owned by IFG Advisory

Vanguard S&p MF Closed and MF Open (VOO)
Vanguard Total MF Closed and MF Open (VTI)
Invesco Qqq MF Closed and MF Open (QQQ)
Proshares Trust MF Closed and MF Open (NOBL)
First Trust MF Closed and MF Open (FTCS)
Dimensional Us MF Closed and MF Open (DFAC)
First Trust MF Closed and MF Open (FVD)
Apple Common Stock (AAPL)
Invesco Russell MF Closed and MF Open (OMFL)
Vanguard High MF Closed and MF Open (VYM)
Spdr Portfolio MF Closed and MF Open (SPLG)
Nvidia Corp Common Stock (NVDA)
Spdr Bloomberg MF Closed and MF Open (BIL)
Microsoft Corp Common Stock (MSFT)
Dimensional World MF Closed and MF Open (DFAX)

View all positions for IFG Advisory

Top funds holding Schwab Strategic Tr us aggregate b

Charles Schwab Investment Management
Jpmorgan Chase & Co
Honkamp Krueger Financial Services
Capital Management Associates
Ameriprise Financial
Financial Engines Advisors L.L.C
Rockbridge Investment Management, LCC
Envestnet Asset Management
Wealth Enhancement Advisory Services
Goldman Sachs Group
Resources Investment Advisors
McAdam
HighTower Advisors
Charles Schwab Trust
Total Wealth Planning

View all funds holding Schwab Strategic Tr us aggregate b