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Schwab Strategic Tr us aggregate b shares owned by Arnold Financial Planning

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

Historical chart of Arnold Financial Planning 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 Arnold Financial Planning 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 Arnold Financial Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $13M 564k 23.37

More positions owned by Arnold Financial Planning

Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr Series Trust State Street Spd (SLYV)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust World Ex Us Core (DFAX)
Apple (AAPL)

View all positions for Arnold Financial Planning

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

View all funds holding Schwab Strategic Tr us aggregate b