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Schwab Strategic Tr us aggregate b shares owned by Beacon Bridge Wealth Partners

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

Historical chart of Beacon Bridge Wealth 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 Beacon Bridge Wealth 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 Beacon Bridge Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $8.8M 189k 46.62
2023-09-30 $6.6M 150k 44.23

More positions owned by Beacon Bridge Wealth Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)

View all positions for Beacon Bridge Wealth Partners

Top funds holding Schwab Strategic Tr us aggregate b

Charles Schwab Investment Management
HPM Partners
Jpmorgan Chase & Co
Honkamp Krueger Financial Services
Goldman Sachs Group
Rockbridge Investment Management, LCC
Wealth Enhancement Advisory Services
McAdam
Charles Schwab Trust
HighTower Advisors
Total Wealth Planning
Hengehold Capital Management
AlphaStar Capital Management
Kohmann Bosshard Financial Services
Horst & Graben Wealth Management

View all funds holding Schwab Strategic Tr us aggregate b