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Schwab Strategic Tr us aggregate b shares owned by Access Financial Services

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

Historical chart of Access Financial Services 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 Access Financial Services 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 Access Financial Services

Quarter filed Position value Share count Share price at filing
2024-12-31 $260k 11k 22.70
2024-09-30 $332k 7.0k 47.52
2024-06-30 $318k 7.0k 45.58
2024-03-31 $321k 7.0k 46.00
2023-12-31 $266k 5.7k 46.62
2023-09-30 $253k 5.7k 44.23
2023-06-30 $264k 5.7k 46.16
2023-03-31 $268k 5.7k 46.91
2022-12-31 $261k 5.7k 45.65
2022-09-30 $259k 5.7k 45.32
2022-06-30 $274k 5.7k 47.94
2022-03-31 $289k 5.7k 50.57
2021-12-31 $308k 5.7k 53.89
2021-09-30 $310k 5.7k 54.24
2021-06-30 $312k 5.7k 54.59
2021-03-31 $308k 5.7k 53.89
2020-12-31 $303k 5.4k 55.96
2020-09-30 $308k 5.5k 56.05
2020-06-30 $316k 5.6k 56.23
2020-03-31 $371k 6.8k 54.24
2019-12-31 $376k 7.0k 53.41
2019-09-30 $391k 7.3k 53.84
2019-06-30 $385k 7.3k 53.02
2019-03-31 $456k 8.8k 51.91
2018-12-31 $466k 9.2k 50.58
2018-09-30 $468k 9.3k 50.25
2018-06-30 $474k 9.4k 50.62
2018-03-31 $604k 12k 51.05
2017-12-31 $1.5M 29k 52.04
2017-09-30 $1.8M 34k 52.36
2017-06-30 $10M 197k 52.25
2017-03-31 $21M 404k 51.79
2016-12-31 $25M 480k 51.50

More positions owned by Access Financial Services

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Pimco Etf Tr Ultra Short Govt (BILZ)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)
Listed Fd Tr Trueshares Dec (DECZ)
Aim Etf Products Trust Us Lrgcp B20 Dec (DECW)
Aim Etf Products Trust Allianzim Us Lgr (AUGT)
Schwab Strategic Tr Fundamental Us L (FNDX)
Bondbloxx Etf Trust Bloomberg One Yr (XONE)
Ishares Tr Us Treas Bd Etf (GOVT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Amazon (AMZN)
Schwab Strategic Tr Fundamental Intl (FNDF)

View all positions for Access Financial Services

Top funds holding Schwab Strategic Tr us aggregate b

Jpmorgan Chase & Co
Charles Schwab Trust
Ameriprise Financial
Total Wealth Planning
Honkamp Krueger Financial Services
Rockbridge Investment Management, LCC
McAdam
Financial Engines Advisors L.L.C
Hengehold Capital Management
Envestnet Asset Management
BlueSky Wealth Advisors
Wealth Enhancement Advisory Services
Resources Investment Advisors
Goldman Sachs Group
Horst & Graben Wealth Management

View all funds holding Schwab Strategic Tr us aggregate b