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Schwab Strategic Tr shares owned by Boulder Wealth Advisors

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

Historical chart of Boulder Wealth Advisors investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Schwab Strategic Tr by Boulder Wealth Advisors

Quarter filed Position value Share count Share price at filing
2022-12-31 $13k 565 23.01

More positions owned by Boulder Wealth Advisors

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Rus 1000 Grw Etf (IWF)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Ishares Tr Blackrock Ultra (ICSH)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Microsoft Corporation (MSFT)
Broadcom (AVGO)

View all positions for Boulder Wealth Advisors

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