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Schwab Strategic Tr us aggregate b shares owned by Aventus Investment Advisors

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

Historical chart of Aventus Investment 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 Aventus Investment 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 Aventus Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 48k 23.47
2025-06-30 $1.2M 51k 23.24

More positions owned by Aventus Investment Advisors

Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares Msci Eafe Growth Etf Etf (EFG)
Invesco S&p 500 Equal Weight Technology Etf Etf (RSPT)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Technology Select Sector Spdr Fund Etf (XLK)
Vanguard Short-term Treasury Etf Etf (VGSH)
Financial Select Sector Spdr Fund Etf (XLF)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)
Schwab Short-term Us Treasury Etf Etf (SCHO)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Health Care Select Sector Spdr Fund Etf (XLV)
Ishares Core High Dividend Etf Etf (HDV)
Vanguard Growth Etf Etf (VUG)
Amazon Stock (AMZN)

View all positions for Aventus Investment 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
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