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

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

Historical chart of Altavista 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 Altavista 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 Altavista Wealth Management

Quarter filed Position value Share count Share price at filing
2021-12-31 $294k 5.5k 53.95
2021-09-30 $296k 5.5k 54.31
2021-06-30 $298k 5.5k 54.68

More positions owned by Altavista Wealth Management

iShares Lehman Aggregate Bond (AGG)
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Microsoft Corporation (MSFT)
Berkshire Hathaway (BRK.B)
Tractor Supply Company (TSCO)
Spdr Ser Tr barc 1-10yrtip (TIPX)
3M Company (MMM)
Pepsi (PEP)
Lowe's Companies (LOW)
Alphabet Inc Class A cs (GOOGL)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
Johnson & Johnson (JNJ)
Cisco Systems (CSCO)
Pfizer (PFE)
Vanguard FTSE All-World ex-US ETF (VEU)

View all positions for Altavista 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