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Schwab Strategic Tr us aggregate b shares owned by Rocky Mountain Advisers

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

Historical chart of Rocky Mountain 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 Rocky Mountain Advisers 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 Rocky Mountain Advisers

Quarter filed Position value Share count Share price at filing
2024-03-31 $209k 4.6k 46.00
2023-12-31 $212k 4.6k 46.62
2023-09-30 $201k 4.6k 44.23
2023-06-30 $214k 4.6k 46.91
2023-03-31 $214k 4.6k 47.00
2022-12-31 $229k 5.0k 45.59
2022-09-30 $228k 5.0k 45.39
2022-06-30 $240k 5.0k 47.78
2022-03-31 $254k 5.0k 50.57
2021-12-31 $271k 5.0k 53.95
2021-09-30 $273k 5.0k 54.35
2021-06-30 $274k 5.0k 54.55
2021-03-31 $271k 5.0k 53.95
2020-12-31 $281k 5.0k 55.94
2020-09-30 $282k 5.0k 56.14
2020-06-30 $348k 6.2k 56.26
2020-03-31 $336k 6.2k 54.32
2019-12-31 $331k 6.2k 53.51
2019-09-30 $333k 6.2k 53.83
2019-06-30 $412k 7.8k 53.05
2019-03-31 $403k 7.8k 51.89
2018-12-31 $420k 8.3k 50.57
2018-09-30 $417k 8.3k 50.20
2018-06-30 $421k 8.3k 50.69
2018-03-31 $407k 8.0k 51.05
2017-12-31 $415k 8.0k 52.05
2017-09-30 $289k 5.5k 52.33
2017-06-30 $289k 5.5k 52.33
2017-03-31 $286k 5.5k 51.78
2016-12-31 $172k 3.3k 51.53
2016-09-30 $51k 953 53.52
2016-06-30 $21k 390 53.85
2016-03-31 $21k 390 53.85
2015-12-31 $20k 390 51.28
2015-09-30 $20k 390 51.28
2015-06-30 $20k 390 51.28

More positions owned by Rocky Mountain Advisers

Elevation Series Trust Srh Us Quality (SRHQ)
Elevation Series Trust Srh Reit Covered (SRHR)
Schwab Strategic Tr Us Dividend Eq (SCHD)
JPMorgan Chase & Co. (JPM)
Cohen & Steers infrastucture Fund (UTF)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Liberty Media Corp Del Com Lbty Srm S C (LSXMK)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Wal-Mart Stores (WMT)
Boulder Growth & Income Fund (STEW)
Microsoft Corporation (MSFT)
Vanguard Group Div App Etf (VIG)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Rocky Mountain Advisers

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
Charles Schwab Trust
HighTower Advisors
Total Wealth Planning
Hengehold Capital Management
AlphaStar Capital Management
Kohmann Bosshard Financial Services

View all funds holding Schwab Strategic Tr us aggregate b