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Schwab Strategic Tr us aggregate b shares owned by Ascent Group

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

Historical chart of Ascent Group 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 Ascent Group 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 Ascent Group

Quarter filed Position value Share count Share price at filing
2023-09-30 $234k 5.3k 44.09
2023-06-30 $232k 5.1k 45.62
2023-03-31 $1.3M 27k 46.91
2022-12-31 $794k 17k 45.65
2022-09-30 $586k 13k 44.71

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View all positions for Ascent Group

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
Kohmann Bosshard Financial Services
Horst & Graben Wealth Management

View all funds holding Schwab Strategic Tr us aggregate b