Altus Wealth Group »

Schwab Strategic Tr us aggregate b shares owned by Altus Wealth Group

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

Historical chart of Altus Wealth Group 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 Altus Wealth Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Altus Wealth Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $225k 9.7k 23.22
2022-12-31 $690k 15k 45.65
2021-06-30 $78k 1.4k 54.43
2021-03-31 $78k 1.4k 54.43
2020-12-31 $80k 1.4k 55.83

More positions owned by Altus Wealth Group

Ishares Tr Core S&p500 Etf (IVV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Builders FirstSource (BLDR)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)

View all positions for Altus Wealth Group

Top funds holding Schwab Strategic Tr us aggregate b

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

View all funds holding Schwab Strategic Tr us aggregate b