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Schwab Strategic Tr us aggregate b shares owned by BKD Wealth Advisors

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

Historical chart of BKD Wealth Advisors 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 BKD Wealth 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 BKD Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $921k 20k 46.00
2023-12-31 $829k 18k 46.62
2023-09-30 $281k 6.4k 44.23

More positions owned by BKD Wealth Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core Msci Total (IXUS)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard World Mega Cap Index (MGC)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for BKD Wealth 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