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Schwab Strategic Tr us aggregate b shares owned by Redwood Investment Management

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

Historical chart of Redwood Investment 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 Redwood Investment 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 Redwood Investment Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.3M 50k 46.00
2023-12-31 $1.7M 37k 46.63
2023-09-30 $1.0M 23k 44.21

More positions owned by Redwood Investment Management

LeaderShares Equity Skew ETF Leadershs Eqt (SQEW)
LeaderShares AlphaFactor US Ldrshs Alpfact (LSAF)
LeaderShares AlphaFactor Tacti Leadershs Alphaf (LSAT)
SPDR S&P 600 Small CapValue ET S&P 600 SMCP GRW (SLYV)
LeaderShares Activist Leaders Leadershs Activi (ACTV)
SPDR Portfolio S&P 500 Value E Prtflo S&p500 Vl (SPYV)
SPDR S&P 600 Small Cap Growth S&P 600 SMCP GRW (SLYG)
Apple (AAPL)
LeaderShares Dynamic Yield ETF Leadershares Dy (DYLD)
Vanguard S&P 500 ETF S&p 500 Etf Shs (VOO)
Vanguard FTSE Developed Market Van Ftse Dev Mkt (VEA)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Mid-Cap Growth ETF Mcap Gr Idxvip (VOT)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Redwood Investment 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