Evolution Advisers »

Schwab Strategic Tr us aggregate b shares owned by Evolution Advisers

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

Historical chart of Evolution Advisers 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 Evolution Advisers consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Evolution Advisers

Quarter filed Position value Share count Share price at filing
2024-03-31 $238k 5.2k 46.02
2023-12-31 $240k 5.2k 46.49
2023-09-30 $170k 3.9k 44.03
2023-06-30 $176k 3.8k 46.10
2023-03-31 $179k 3.8k 46.77
2022-12-31 $356k 7.8k 45.57

More positions owned by Evolution Advisers

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Vanguard Bd Index Fds Long Term Bond (BLV)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Bd Index Fds Intermed Term (BIV)
Nushares Etf Tr Nuveen Esg Intl (NUDM)
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)
Invesco Exchange Traded Fd T Large Cap Value (PWV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Evolution Advisers

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