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Schwab Strategic Tr us aggregate b shares owned by AlphaCore Capital

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

Historical chart of AlphaCore Capital 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 AlphaCore Capital 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 AlphaCore Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2k 26 47.54
2020-06-30 $3.0k 60 50.00
2020-03-31 $3.0k 60 50.00
2019-12-31 $3.0k 60 50.00

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MPLX Com Unit Rep Ltd (MPLX)
Ishares Tr Russell 3000 Etf (IWV)
Spdr Gold Tr Gold Shs (GLD)
Apple (AAPL)
Microsoft Corporation (MSFT)
JPMorgan Chase & Co. (JPM)
Enterprise Products Partners (EPD)
Ishares Tr Exponential Tech (XT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
Cisco Systems (CSCO)
Marathon Petroleum Corp (MPC)
Unum (UNM)
Wal-Mart Stores (WMT)
Qualcomm (QCOM)

View all positions for AlphaCore Capital

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