Charles Schwab Trust »

Ishares Tr s^p aggr all shares owned by Charles Schwab Trust

Quarter-by-quarter ownership of Ishares Tr s^p aggr all (AOA) shares owned by Charles Schwab Trust from 13F filings

Historical chart of Charles Schwab Trust investment in Ishares Tr s^p aggr all

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr s^p aggr all held by Charles Schwab Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr s^p aggr all by Charles Schwab Trust

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.8M 38k 73.46

More positions owned by Charles Schwab Trust

Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Us Gwt (IUSG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr Cre U S Reit Etf (USRT)
Tennant Company (TNC)
Schwab Strategic Tr Us Reit Etf (SCHH)

View all positions for Charles Schwab Trust

Top funds holding Ishares Tr s^p aggr all

NorthStar Asset Management
Wells Fargo & Company
Rockefeller Capital Management
Assetmark
Cambridge Investment Research Advisors
Stifel Financial
Mesirow Financial Investment Management International Equity
LBMC Investment Advisors
Bank of America Corporation
Patton Albertson & Miller
Commonwealth Equity Services
Warren Averett Asset Management
First Ascent Asset Management
Northwest Wealth Management
Legacy Financial Group

View all funds holding Ishares Tr s^p aggr all