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Schwab Strategic Tr us aggregate b shares owned by Align Financial

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

Historical chart of Align Financial 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 Align Financial 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 Align Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $74k 3.2k 23.22

More positions owned by Align Financial

Avantis U.s. Equity Etf Etf (AVUS)
Avantis International Equity Etf Etf (AVDE)
Fidelity Blue Chip Growth Etf Etf (FBCG)
Avantis Core Fixed Income Etf Etf (AVIG)
Vanguard Value Etf Etf (VTV)
Avantis Emerging Markets Equity Etf Etf (AVEM)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Small-cap Etf Etf (VB)
Avantis All Equity Markets Etf Etf (AVGE)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Apple Stock (AAPL)
Fidelity Total Bond Etf Etf (FBND)
Vanguard Total Bond Market Etf Etf (BND)
Avantis Core Municipal Fixed Income Etf Etf (AVMU)
Dimensional U.s. Equity Market Etf Etf (DFUS)

View all positions for Align Financial

Top funds holding Schwab Strategic Tr us aggregate b

Rockbridge Investment Management, LCC
Honkamp Krueger Financial Services
Charles Schwab Trust
Ameriprise Financial
Financial Engines Advisors L.L.C
HighTower Advisors
CWM
Goldman Sachs Group
Kohmann Bosshard Financial Services
Envestnet Asset Management
Huntington Asset Advisors
Mariner Wealth Advisors
Pioneer Wealth Management Group
McAdam
YCMNET Advisors

View all funds holding Schwab Strategic Tr us aggregate b