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Schwab Strategic Tr us aggregate b shares owned by Aveo Capital Partners

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

Historical chart of Aveo Capital Partners 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 Aveo Capital Partners 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 Aveo Capital Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $275k 5.8k 47.52
2024-06-30 $218k 4.8k 45.58

More positions owned by Aveo Capital Partners

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Core Us Aggbd Et (AGG)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Proshares Tr Pshs Ult S&p 500 (SSO)
Dimensional Etf Trust Intl Core Equity (DFIC)
Pimco Etf Tr Multisector Bd (PYLD)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Aveo Capital Partners

Top funds holding Schwab Strategic Tr us aggregate b

Jpmorgan Chase & Co
Honkamp Krueger Financial Services
Charles Schwab Trust
Rockbridge Investment Management, LCC
Financial Engines Advisors L.L.C
Envestnet Asset Management
Wealth Enhancement Advisory Services
Goldman Sachs Group
Total Wealth Planning
Resources Investment Advisors
McAdam
HighTower Advisors
Theory Financial
Kohmann Bosshard Financial Services
YCMNET Advisors

View all funds holding Schwab Strategic Tr us aggregate b