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Schwab Strategic Tr us aggregate b shares owned by Act Wealth Management

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

Historical chart of Act Wealth Management 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 Act Wealth 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 Act Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.9M 40k 47.52
2023-12-31 $222k 4.8k 46.62

More positions owned by Act Wealth Management

Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Rus 1000 Etf (IWB)
Spdr Gold Tr Gold Shs (GLD)
Ishares Jp Mrg Em Crp Bd (CEMB)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Ishares Tr Core Us Aggbd Et (AGG)
Select Sector Spdr Tr Financial (XLF)
Apple (AAPL)
Select Sector Spdr Tr Energy (XLE)
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)
Exxon Mobil Corporation (XOM)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Act Wealth Management

Top funds holding Schwab Strategic Tr us aggregate b

Jpmorgan Chase & Co
Honkamp Krueger Financial Services
Charles Schwab Trust
Rockbridge Investment Management, LCC
Financial Engines Advisors L.L.C
Envestnet Asset Management
Wealth Enhancement Advisory Services
Goldman Sachs Group
Total Wealth Planning
Resources Investment Advisors
McAdam
HighTower Advisors
Theory Financial
Kohmann Bosshard Financial Services
YCMNET Advisors

View all funds holding Schwab Strategic Tr us aggregate b