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Schwab Strategic Tr us aggregate b shares owned by APCM Wealth Management for Individuals

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

Historical chart of APCM Wealth Management for Individuals 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 APCM Wealth Management for Individuals 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 APCM Wealth Management for Individuals

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 71k 23.47
2025-06-30 $1.5M 64k 23.24
2025-03-31 $1.5M 66k 23.16
2024-12-31 $1.4M 62k 22.70
2024-09-30 $1.4M 29k 47.52
2024-06-30 $1.4M 31k 45.58
2024-03-31 $1.4M 29k 46.00
2023-12-31 $1.4M 30k 46.62
2023-09-30 $1.1M 24k 44.23
2023-06-30 $1.0M 23k 46.16
2023-03-31 $1.8M 39k 46.91
2022-12-31 $1.7M 37k 45.65
2022-09-30 $1.7M 37k 45.30
2022-06-30 $1.8M 38k 47.88
2022-03-31 $2.0M 39k 50.58
2021-12-31 $2.1M 38k 53.90
2021-09-30 $2.1M 38k 54.25
2021-06-30 $2.0M 37k 54.59
2021-03-31 $1.7M 32k 53.96
2020-12-31 $1.6M 28k 56.02
2020-09-30 $1.5M 26k 56.09
2020-06-30 $1.3M 24k 56.24
2020-03-31 $1.4M 26k 54.27
2019-12-31 $1.2M 23k 53.45
2019-06-30 $3.8M 74k 51.88
2019-03-31 $3.8M 74k 51.88
2018-12-31 $3.5M 69k 50.60
2018-09-30 $3.5M 70k 50.24
2018-06-30 $3.4M 67k 50.64
2018-03-31 $3.4M 66k 51.01
2017-12-31 $3.3M 63k 52.03

More positions owned by APCM Wealth Management for Individuals

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p Mcp Etf (IJH)
Flexshares Tr Stoxx Globr Inf (NFRA)
Ishares Tr Core Msci Eafe (IEFA)
New York Life Investments Et Nyli Hedge Multi (QAI)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
J P Morgan Exchange Traded F Betbuld Msci (BBRE)
Ishares Tr National Mun Etf (MUB)
Spdr Series Trust Nuveen Ice Short (SHM)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Abrdn Etfs Bbrg All Commdy (BCD)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for APCM Wealth Management for Individuals

Top funds holding Schwab Strategic Tr us aggregate b

Jpmorgan Chase & Co
Rockbridge Investment Management, LCC
Honkamp Krueger Financial Services
Ameriprise Financial
Charles Schwab Trust
Financial Engines Advisors L.L.C
Total Wealth Planning
HighTower Advisors
Wealth Enhancement Advisory Services
Envestnet Asset Management
Resources Investment Advisors
Goldman Sachs Group
Kohmann Bosshard Financial Services
Pioneer Wealth Management Group
BlueSky Wealth Advisors

View all funds holding Schwab Strategic Tr us aggregate b