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Schwab Strategic Tr us aggregate b shares owned by Warren Averett Asset Management

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

Historical chart of Warren Averett Asset Management investment in Schwab Strategic Tr us aggregate b

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All positions including Schwab Strategic Tr us aggregate b held by Warren Averett Asset 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 Warren Averett Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.6M 76k 46.62
2023-09-30 $3.4M 78k 44.23
2023-06-30 $3.5M 75k 46.16
2023-03-31 $3.8M 81k 46.91
2022-12-31 $3.7M 82k 45.65
2022-09-30 $3.6M 80k 45.31
2022-06-30 $3.6M 76k 47.87
2022-03-31 $3.9M 78k 50.57
2021-12-31 $4.2M 80k 51.98
2021-09-30 $4.3M 79k 54.07
2021-06-30 $4.3M 78k 54.90
2021-03-31 $5.1M 94k 54.13
2020-12-31 $5.0M 90k 55.40
2020-09-30 $4.7M 84k 55.63
2020-06-30 $4.6M 81k 56.25
2020-03-31 $4.4M 82k 54.28
2019-12-31 $4.4M 81k 54.13
2019-09-30 $4.6M 85k 53.85
2019-06-30 $4.4M 83k 53.00
2019-03-31 $4.1M 80k 51.89
2018-12-31 $4.0M 80k 50.59
2018-09-30 $4.4M 87k 50.24
2018-06-30 $4.3M 86k 50.64
2018-03-31 $4.4M 86k 51.02
2017-12-31 $4.5M 87k 52.04
2017-09-30 $4.3M 81k 52.36
2017-06-30 $2.9M 56k 52.26
2017-03-31 $2.9M 56k 51.80
2016-12-31 $2.7M 53k 51.50
2016-09-30 $2.8M 53k 53.67
2016-06-30 $2.8M 52k 53.72
2016-03-31 $2.8M 52k 52.82
2015-12-31 $2.6M 50k 51.50
2015-09-30 $1.8M 35k 52.14
2015-06-30 $1.9M 37k 51.73
2015-03-31 $1.7M 33k 52.92
2014-12-31 $1.7M 33k 52.36
2014-09-30 $1.6M 32k 51.77
2014-06-30 $1.6M 30k 51.90
2014-03-31 $1.4M 27k 51.13
2013-12-31 $1.2M 24k 50.29
2013-09-30 $1.2M 23k 50.81
2013-06-30 $1.2M 24k 50.55
2013-03-31 $985k 19k 52.25
2012-12-31 $903k 17k 52.35

More positions owned by Warren Averett Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Rus 1000 Etf (IWB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)

View all positions for Warren Averett Asset 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
AlphaStar Capital Management
Kohmann Bosshard Financial Services

View all funds holding Schwab Strategic Tr us aggregate b