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Schwab Strategic Tr us aggregate b shares owned by Asset One Wealth Management

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

Historical chart of Asset One Wealth 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 Asset One Wealth 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 Asset One Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $317k 14k 23.28

More positions owned by Asset One Wealth Management

Microsoft Corporation (MSFT)
Vaneck Merk Gold Etf Gold Shs (OUNZ)
Apple (AAPL)
Spdr Series Trust State Street Spd (BILS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust State Street Spd (BIL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
NVIDIA Corporation (NVDA)
Sprott Etf Trust Gold Miners Etf (SGDM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Sprott Asset Management Physical Silver (PSLV)
Amazon (AMZN)
Sprott Asset Management Physical Gold Tr (PHYS)
Global X Fds Global X Silver (SIL)

View all positions for Asset One Wealth Management

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