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Schwab Strategic Tr us aggregate b shares owned by Appalachian Capital Management

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

Historical chart of Appalachian Capital 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 Appalachian Capital 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 Appalachian Capital Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $622k 27k 23.37

More positions owned by Appalachian Capital Management

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Spdr Series Trust State Street Spd (SPTL)
Spdr Series Trust State Street Spd (SPTI)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
Harris Oakmark Etf Trust Intl Large Cap
Schwab Strategic Tr Us Dividend Eq (SCHD)
Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Select Sector Spdr Tr State Street Fin (XLF)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Boeing Company (BA)
Pimco Etf Tr Active Bd Etf (BOND)
Spdr Series Trust State Street Spd (KRE)

View all positions for Appalachian Capital Management

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
CWM
Wealth Enhancement Advisory Services
HighTower Advisors
Goldman Sachs Group
Envestnet Asset Management
Resources Investment Advisors
Kohmann Bosshard Financial Services
BlueSky Wealth Advisors

View all funds holding Schwab Strategic Tr us aggregate b