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Schwab Strategic Tr us aggregate b shares owned by Equita Financial Network

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

Historical chart of Equita Financial Network 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 Equita Financial Network 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 Equita Financial Network

Quarter filed Position value Share count Share price at filing
2024-03-31 $404k 8.8k 45.99
2023-12-31 $409k 8.8k 46.58
2023-09-30 $389k 8.8k 44.28

More positions owned by Equita Financial Network

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Small Cap V (DISV)
Ishares Tr National Mun Etf (MUB)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds Extend Mkt Etf (VXF)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Vanguard World Mega Cap Index (MGC)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Equita Financial Network

Top funds holding Schwab Strategic Tr us aggregate b

Charles Schwab Investment Management
Jpmorgan Chase & Co
Honkamp Krueger Financial Services
Capital Management Associates
Ameriprise Financial
Financial Engines Advisors L.L.C
Rockbridge Investment Management, LCC
Envestnet Asset Management
Wealth Enhancement Advisory Services
Goldman Sachs Group
Resources Investment Advisors
McAdam
HighTower Advisors
Charles Schwab Trust
Total Wealth Planning

View all funds holding Schwab Strategic Tr us aggregate b