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Schwab Strategic Tr us aggregate b shares owned by Greenup Street Wealth Management

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

Historical chart of Greenup Street Wealth Management 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 Greenup Street Wealth Management 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 Greenup Street Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $828k 18k 46.00
2023-12-31 $612k 13k 46.62

More positions owned by Greenup Street Wealth Management

Invesco Qqq Tr Unit Ser 1 Equities
Avantis International Equity Etf Equities (AVDE)
Ishares S&P 500 Equities (IVV)
Avantis Emerging Markets Eq Etf Equities (AVEM)
Ishares S&P 500 Value Etf Equities (IVE)
iShares 0-5 Year Invmt Grade Corp Bd ETF Equities (SLQD)
Vanguard Value ETF Equities (VTV)
Ishares Tr 20 Yr Tr Bd Etf Equities (TLT)
iShares S&P Mid-Cap 400 Growth Equities (IJK)
Select Sector Spdr Trust The Health Care Select Se Equities (XLV)
iShares S&P Mid-Cap 400 Value ETF Equities (IJJ)
Avantis Us Small Cap Value Etf Equities (AVUV)
iShares 1-3 Year Treasury Bond Equities (SHY)
Alphabet Inc Cap Stk Cl A Equities (GOOGL)
Vanguard Long-Term Bond ETF Equities (BLV)

View all positions for Greenup Street Wealth Management

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