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Schwab Strategic Tr us aggregate b shares owned by Revisor Wealth Management

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

Historical chart of Revisor 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 Revisor 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 Revisor Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.1M 45k 46.32
2023-12-31 $219k 4.7k 46.62
2023-09-30 $640k 15k 44.23
2023-06-30 $643k 14k 46.16
2023-03-31 $673k 14k 46.91

More positions owned by Revisor Wealth Management

Vanguard Bd Index Fds Intermed Term (BIV)
Spdr Ser Tr Portfolio Short (SPSB)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Em Mkts Div Etf (DVYE)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Dbx Etf Tr Xtrack Usd High (HYLB)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV)
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)
Apple (AAPL)
Spdr Ser Tr Portfli High Yld (SPHY)

View all positions for Revisor Wealth Management

Top funds holding Schwab Strategic Tr us aggregate b

Charles Schwab Investment Management
HPM Partners
Jpmorgan Chase & Co
Honkamp Krueger Financial Services
Capital Management Associates
Goldman Sachs Group
Rockbridge Investment Management, LCC
Wealth Enhancement Advisory Services
McAdam
HighTower Advisors
Charles Schwab Trust
Total Wealth Planning
Hengehold Capital Management
Kohmann Bosshard Financial Services
Horst & Graben Wealth Management

View all funds holding Schwab Strategic Tr us aggregate b