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Schwab Strategic Tr us aggregate b shares owned by Affinity Capital Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Affinity Capital Advisors from 13F filings

Historical chart of Affinity Capital Advisors 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 Affinity Capital Advisors 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 Affinity Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.9M 103k 47.52
2024-03-31 $6.1M 132k 46.00
2023-12-31 $4.2M 90k 46.62

More positions owned by Affinity Capital Advisors

Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Eafe Value Etf (EFV)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Eafe Grwth Etf (EFG)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr S&p 100 Etf (OEF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Esg Awr Us Agrgt (EAGG)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Affinity Capital Advisors

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