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Schwab Strategic Tr us aggregate b shares owned by Alesco Advisors

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

Historical chart of Alesco Advisors investment in Schwab Strategic Tr us aggregate b

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All positions including Schwab Strategic Tr us aggregate b held by Alesco Advisors 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 Alesco Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.6M 33k 46.62
2023-09-30 $1.5M 35k 44.23
2023-06-30 $1.8M 39k 46.16
2023-03-31 $1.8M 39k 46.91
2022-12-31 $1.9M 42k 45.65
2022-09-30 $2.1M 47k 45.31
2022-06-30 $2.4M 49k 47.87
2022-03-31 $3.2M 63k 50.57
2021-12-31 $3.8M 70k 53.90
2021-09-30 $7.6M 141k 54.26
2021-06-30 $8.7M 159k 54.60
2021-03-31 $9.2M 170k 53.95
2020-12-31 $9.5M 170k 56.03
2020-09-30 $9.5M 170k 56.08
2020-06-30 $11M 197k 56.24
2020-03-31 $10M 192k 54.27
2019-12-31 $14M 253k 53.43
2019-09-30 $14M 262k 53.85
2019-06-30 $12M 229k 53.00
2019-03-31 $12M 226k 51.88
2018-12-31 $11M 211k 50.59
2018-09-30 $13M 255k 50.25
2018-06-30 $13M 257k 50.64
2018-03-31 $13M 254k 51.02
2017-12-31 $12M 236k 52.04
2017-09-30 $12M 225k 52.36
2017-06-30 $11M 219k 52.25
2017-03-31 $9.5M 183k 51.79
2016-12-31 $9.0M 174k 51.50
2016-09-30 $8.0M 150k 53.67
2016-03-31 $6.1M 116k 52.82
2015-12-31 $5.7M 111k 51.50
2015-09-30 $5.4M 103k 52.14
2015-06-30 $5.5M 106k 51.73
2015-03-31 $4.9M 93k 52.91
2014-12-31 $3.3M 63k 52.37
2014-09-30 $2.7M 53k 51.78
2014-06-30 $2.6M 50k 51.90
2014-03-31 $2.5M 49k 51.14
2013-12-31 $1.9M 38k 50.28
2013-09-30 $2.2M 43k 50.82
2013-06-30 $2.0M 40k 50.55
2013-03-31 $1.5M 29k 52.23
2012-12-31 $895k 17k 52.33
2012-09-30 $518k 9.8k 52.79
2012-06-30 $476k 9.1k 52.40
2012-03-31 $307k 6.0k 51.46

More positions owned by Alesco Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Core Msci Emkt (IEMG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Eafe Value Etf (EFV)
Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Tr Us Treas Bd Etf (GOVT)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Alesco Advisors

Top funds holding Schwab Strategic Tr us aggregate b

Charles Schwab Investment Management
HPM Partners
Jpmorgan Chase & Co
Honkamp Krueger Financial Services
Capital Management Associates
Goldman Sachs Group
Rockbridge Investment Management, LCC
Wealth Enhancement Advisory Services
McAdam
HighTower Advisors
Charles Schwab Trust
Total Wealth Planning
Hengehold Capital Management
AlphaStar Capital Management
Kohmann Bosshard Financial Services

View all funds holding Schwab Strategic Tr us aggregate b