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Schwab Strategic Tr us aggregate b shares owned by Asempa Wealth Advisors

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

Historical chart of Asempa Wealth Advisors 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 Asempa Wealth Advisors 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 Asempa Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $540k 23k 23.37

More positions owned by Asempa Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Msci Acwi Ex Us (ACWX)
Spdr Series Trust State Street Spd (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Morningstar Grwt (ILCG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Rus 1000 Etf (IWB)

View all positions for Asempa Wealth Advisors

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
Wealth Enhancement Advisory Services
HighTower Advisors
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