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

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

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

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

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 23k 46.00
2023-12-31 $1.1M 23k 46.62
2023-09-30 $1.1M 25k 44.23
2023-06-30 $1.3M 27k 46.16
2023-03-31 $1.3M 27k 46.91
2022-12-31 $1.2M 27k 45.66
2022-09-30 $532k 12k 45.29
2022-06-30 $729k 15k 47.89
2022-03-31 $1.4M 28k 50.58
2021-12-31 $3.3M 61k 53.89
2021-09-30 $931k 17k 54.24
2021-06-30 $471k 8.6k 54.56
2021-03-31 $351k 6.5k 54.00
2020-12-31 $342k 6.1k 56.03
2020-09-30 $342k 6.1k 56.03
2020-06-30 $343k 6.1k 56.19
2020-03-31 $363k 6.7k 54.27
2019-12-31 $357k 6.7k 53.37
2019-09-30 $436k 8.1k 53.86
2019-06-30 $454k 8.6k 53.01
2019-03-31 $434k 8.4k 51.85
2018-12-31 $663k 13k 50.59
2018-09-30 $656k 13k 50.28
2018-06-30 $641k 13k 50.64
2018-03-31 $652k 13k 51.01
2017-12-31 $662k 13k 52.07
2017-09-30 $658k 13k 52.34
2017-06-30 $659k 13k 52.19
2017-03-31 $674k 13k 51.76
2016-12-31 $692k 13k 51.50
2016-09-30 $725k 14k 53.62
2016-06-30 $734k 14k 53.68
2016-03-31 $72k 13k 5.58
2015-12-31 $2.4M 46k 51.50
2015-09-30 $679k 13k 52.13
2015-06-30 $777k 15k 51.75
2015-03-31 $695k 13k 52.91
2014-12-31 $411k 7.9k 52.30

More positions owned by Burt Wealth Advisors

Caci Intl Cl A (CACI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Intermed Term (BIV)
World Gold Tr Spdr Gld Minis (GLDM)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Ishares Tr Msci Eafe Min Vl (EFAV)
Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Ishares Tr 0-5 Yr Tips Etf (STIP)
UnitedHealth (UNH)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr National Mun Etf (MUB)

View all positions for Burt Wealth Advisors

Top funds holding Schwab Strategic Tr us aggregate b

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

View all funds holding Schwab Strategic Tr us aggregate b