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Schwab Strategic Tr us aggregate b shares owned by REDW Stanley Financial Advisors

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

Historical chart of REDW Stanley Financial 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 REDW Stanley Financial 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 REDW Stanley Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $234k 5.1k 46.00
2023-12-31 $264k 5.7k 46.62
2023-09-30 $299k 6.8k 44.23
2023-06-30 $386k 8.4k 46.16
2023-03-31 $393k 8.4k 46.91
2022-12-31 $408k 8.9k 45.65
2022-09-30 $397k 8.8k 45.36
2022-06-30 $457k 9.5k 47.88
2022-03-31 $524k 10k 50.61
2021-12-31 $566k 11k 53.94
2021-09-30 $567k 11k 54.23
2021-06-30 $571k 11k 54.61
2021-03-31 $571k 11k 53.99
2020-12-31 $590k 11k 55.99
2020-09-30 $678k 12k 56.04
2020-06-30 $691k 12k 56.22
2020-03-31 $671k 12k 54.24
2019-12-31 $706k 13k 53.46
2019-09-30 $1.0M 19k 53.83
2019-06-30 $656k 12k 53.02
2019-03-31 $401k 7.7k 51.82
2018-12-31 $399k 7.9k 50.54
2018-09-30 $515k 10k 50.29
2018-06-30 $563k 11k 50.62
2018-03-31 $587k 12k 51.00
2017-12-31 $394k 7.6k 51.99
2017-09-30 $387k 7.4k 52.42
2017-06-30 $421k 8.1k 52.20
2017-03-31 $374k 7.2k 51.75
2016-12-31 $321k 6.2k 51.56

More positions owned by REDW Stanley Financial Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Msci Emrg Chn (EMXC)
Vanguard Index Fds Real Estate Etf (VNQ)
Flexshares Tr Hig Yld Vl Etf (HYGV)
Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)

View all positions for REDW Stanley Financial Advisors

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