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Schwab Strategic Tr shares owned by Aj Wealth Strategies

Quarter-by-quarter ownership of Schwab Strategic Tr (SCHY) shares owned by Aj Wealth Strategies from 13F filings

Historical chart of Aj Wealth Strategies investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr held by Aj Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr by Aj Wealth Strategies

Quarter filed Position value Share count Share price at filing
2023-06-30 $500k 21k 23.94
2023-03-31 $493k 21k 23.63
2022-12-31 $468k 21k 22.42

More positions owned by Aj Wealth Strategies

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Wisdomtree Tr Floatng Rat Trea (USFR)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr National Mun Etf (MUB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Aj Wealth Strategies

Top funds holding Schwab Strategic Tr

Cresset Asset Management
Summit Asset Management
Souders Financial Advisors
Envestnet Asset Management
Kohmann Bosshard Financial Services
Advisor Group Holdings
Asset Advisors Investment Management
Magnolia Capital Advisors
LPL Financial
Iron Financial
Charles Schwab Trust
Stifel Financial
Principle Wealth Partners
First Merchants Bank, National Association
LongView Wealth Management

View all funds holding Schwab Strategic Tr