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Schwab Strategic Tr us aggregate b shares owned by Roundview Capital

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

Historical chart of Roundview Capital investment in Schwab Strategic Tr us aggregate b

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All positions including Schwab Strategic Tr us aggregate b held by Roundview Capital 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 Roundview Capital

Quarter filed Position value Share count Share price at filing
2023-12-31 $374k 8.0k 46.62
2023-09-30 $1.2M 28k 44.23
2023-06-30 $1.8M 38k 46.16
2023-03-31 $2.6M 56k 46.91
2022-12-31 $2.9M 64k 45.65
2022-09-30 $4.3M 96k 45.31
2022-06-30 $5.5M 114k 47.87
2022-03-31 $6.0M 119k 50.57
2021-12-31 $6.8M 127k 53.90
2021-09-30 $6.9M 127k 54.26
2021-06-30 $6.8M 124k 54.60
2021-03-31 $6.7M 124k 53.95
2020-12-31 $8.1M 144k 56.03
2020-09-30 $7.5M 135k 56.08
2020-06-30 $7.6M 135k 56.24
2020-03-31 $7.1M 131k 54.27
2019-12-31 $6.7M 125k 53.43
2019-09-30 $6.5M 121k 53.85
2019-06-30 $5.9M 112k 53.00
2019-03-31 $4.8M 92k 51.87
2018-12-31 $2.9M 57k 50.58
2018-09-30 $2.5M 51k 50.25
2018-06-30 $2.5M 50k 50.65
2018-03-31 $2.5M 50k 51.02
2017-12-31 $2.5M 49k 52.04
2017-09-30 $2.3M 44k 52.24
2017-06-30 $2.3M 44k 52.24
2017-03-31 $2.3M 44k 51.80
2016-12-31 $2.0M 40k 51.50
2016-09-30 $2.0M 38k 53.66
2016-06-30 $1.9M 35k 53.71
2016-03-31 $1.7M 33k 52.81
2015-12-31 $1.5M 30k 51.49
2015-09-30 $385k 7.4k 52.20
2015-06-30 $382k 7.4k 51.80

More positions owned by Roundview Capital

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Mastercard Incorporated Cl A (MA)
UnitedHealth (UNH)
Ishares Tr Ishs 5-10yr Invt (IGIB)

View all positions for Roundview Capital

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